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ShoreHaven Wealth Partners

8 employees

Shorehaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families.

Investor insights

Sectors invested in

FinTech1
Financial Services1

Funding rounds participated in

$3.5M sweet spot round size

Most of their 1 investments are in rounds between $3.5M and $3.5M

Basic info

Industry

financial services

Sectors

cryptocurrency
ethereum
retirement planning
Wealth Management
registered investment advisor
Investments
Investment Advisory Services
digital assets
Financial Planning
investment management
bitcoin

Date founded

2020

Investments made

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Stackwell raised $3.5M on August 3, 2022

Investors: ShoreHaven Wealth Partners

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