Investor insights
Funding rounds participated in
$29M sweet spot round size
Most of their 2 investments are in rounds between $8M and $50M
Investor type
Private Equity Firm
Venture Capital
Basic info
Industry
financial services
Sectors
AIFM
Wealth Management
Financial Services
investment advisory
investment management
Business Development
wealth structuring
bond placements
Venture Capital
Date founded
2011
Investments made
U
Undisclosed raised $8M on September 6, 2021
Investors: Jefferson Capital
U
Undisclosed raised $50M on September 6, 2021
Investors: Jefferson Capital