Updated: June 13, 2026
About the program
Program type
Investment stage
Description
We are an advisory firm committed to guiding clients towards their financial aspirations.
Location
Countries invested
Headquarters225 Franklin St, 02110 Boston, MA, Massachusetts, US
Investment offer
Check size$50,000,000 – $1,000,000
Can lead rounds
Yes
Lead preference
Sometimes
Funding requirements
We invest in solutions that help individuals achieve their financial and investment objectives.