Investor insights
Sectors invested in
Private Investment Advice1
Financial Services1
Holistic Wealth Advice1
Wealth Management1
Private Financial Planning1
Funding rounds participated in
$85M sweet spot round size
Most of their 1 investments are in rounds between $85M and $85M
Investor type
Family Investment Office
Basic info
Industry
financial services
Date founded
2021
Investments made
W
Wellington-Altus Private Wealth raised $85M on November 2, 2021
Investors: The Cynosure Group and JFII