Investor insights
Sectors invested in
Health Care1
Therapeutics1
Biotechnology1
Food and Beverage1
Baby Foods1
Organic Snacks1
Plant Based Dairy1
Natural Foods1
Funding rounds participated in
$8M sweet spot round size
Most of their 2 investments are in rounds between $3.4M and $13M
Basic info
Industry
investment management
Sectors
Wealth Management
Alternative investing
Wealth strategies
Portfolio management
Wealth transfer
Family Office
Finance
Financial planning
Estate planning
Legacy planning
Insurance
Business succession
Tax strategies
Wealth management
Philanthropy planning
Financial Services
FinTech
Investment management
Date founded
2003
Investments made
G
GreenSpace Brands Inc. raised $3.4M on March 30, 2021
Investors: PI Financial Corp., Canaccord Financial and Richardson GMP Limited
A
Appili Therapeutics raised $13M on June 10, 2020
Investors: Mackie Research Capital, Haywood Securities, Bloom Burton & Co. and Richardson GMP Limited