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
Financial Services
Wealth management
Finance
Financial planning
Alternative investing
Family Office
Business succession
Wealth Management
Philanthropy planning
Wealth strategies
Insurance
FinTech
Wealth transfer
Estate planning
Legacy planning
Investment management
Portfolio management
Tax strategies
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