Beta Wealth Group

Beta Wealth Group

United States; California United States; Utah United States; Americas; North America; Northwest; Mountain
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Investor info
Type
Venture Capital
Stage focus
  • Seed Round
Current fund size
$ 205,000,000
Industry focus
Description
Beta Wealth Group is a financial services firm specializing in wealth management, investment advisory, and financial planning, helping clients achieve their financial goals through personalized investment strategies and expert guidance. The firm provides comprehensive wealth management and advisory services to individual clients and families.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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