Investor insights
Funding rounds participated in
$30M sweet spot round size
Most of their 1 investments are in rounds between $30M and $30M
Investor type
Hedge Fund
Basic info
Industry
financial services
Sectors
Church Financial Planning
Financial Planning
Investment Management
Financial Education
Date founded
2001
Investments made
U
Undisclosed raised $30M on February 28, 2000
Investors: Marshall Wealth Management, LLC