Investor insights
Sectors invested in
Health Care1
Medical Device1
Biotechnology1
Funding rounds participated in
$49M sweet spot round size
Most of their 1 investments are in rounds between $48M and $48M
Basic info
Industry
financial services
Sectors
beneficiary planning
comprehensive wealth management
risk management
Financial Services
investment strategy
private equity
tax-efficient investment planning
Social Security planning
legacy planning
retirement planning
retirement distribution planning
financial consultant
Consulting
financial planning
Date founded
1994
Investments made
B
BioVentrix raised $49M on April 13, 2023
Investors: Taglich Brothers, Inc., Research Division, Andera Partners, Squarepoint Capital and Richmond Brothers, Inc.