Software for raising venture capital and managing investor relations. Used by startups, investors, accelerators and financial intermediaries.

Investor info

Type

Limited Partners

Stage focus

PE Growth/Expansion,
Buyout

Description

Adams Wealth Advisors is a wealth management firm based in Logan, Utah. Established in 2012, the firm offers comprehensive financial planning to clients in Northern Utah and the surrounding area. The firm provides services in the field of portfolio management, retirement planning, estate planning, investment analysis, insurance analysis, and alternative investments. The assets of the firm are managed by the executive management team.

Relevant investments

Company
Amount
Round

Example example company Inc
$ 1,000,000
Investor meetings
Company & Company
€ 11,000,000
Series C funding
Example
$ 524,000
Seed round A

Connected people

Email visible after logging in

Example Exampleexample[email protected]
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