Golconda Partners

noun | gol·​con·​da | gäl-ˈkän-də: "a source of wealth, advantages, or happiness"

General Information
Company Name
Golconda Partners
Founded Year
2019
Location (Offices)
New York, United States +1
Founders / Decision Makers
Number of Employees
26
Industries
Financial Services, Insurance, Life insurance
Funding Stage
-
Social Media

Golconda Partners - Company Profile

Golconda Partners is an independent firm specializing in providing guidance and services to ultra-affluent clients in effectively navigating the sophisticated applications of life insurance and annuity investment accounts. The company focuses on traditional life insurance, offering liquidity for estates through large portfolio acquisitions, and private placement, shielding investment portfolios from income tax through private placement life insurance and annuity investment accounts. The team at Golconda Partners has been instrumental in numerous product and process innovations, with their most recent being a unique client service platform. Securities are offered through The Leaders Group, Inc., Member FINRA/SIPC. Founded in 2019, Golconda Partners operates in the Financial Services, Insurance, and Life Insurance industries.

Taxonomy: life insurance, annuity investment, estate planning, private placement, tax shielding, ultra-affluent clients, financial innovation, professional advisors, liquidity management

Funding Rounds & Investors of Golconda Partners (0)

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There is no investment information

Latest News of Golconda Partners

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