Curated Wealth Partners
Deeper Understanding. Better Outcomes.
Deeper Understanding. Better Outcomes.
Curated Wealth Partners is a multi-family office founded in 2018 and based in the United States. The company's slogan, "Deeper Understanding. Better Outcomes.", reflects its commitment to delivering differentiated financial advice and well-being to a select group of families.
Backed by some of the most sophisticated financial professionals in the industry, Curated Wealth Partners aims to provide clients with a better, more integrated experience in managing their financial lives. The company offers a range of services including investment management, cash flow management, financial and estate planning, and debt management, while also addressing other related issues.
By positioning themselves as trusted, long-term family advisors, Curated Wealth Partners emphasizes the personalized and thoughtful approach to guiding clients through the challenges and opportunities associated with generational wealth. The company's last investment of $1.75M in a Venture Round took place on 30 November 2018.
Curated Wealth Partners represents an opportunity for investors seeking a stake in the intersection of finance and family office services. With a focus on providing an enhanced financial experience, the company's forward-thinking approach aligns with the evolving needs of high-net-worth families seeking integrated wealth management solutions.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Venture Round | $1.75M | - | 30 Nov 2018 |
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