Bordeaux Wealth Advisors | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Early stage VC

Industry focus

Description

Bordeaux Wealth Advisors is an independent, fee-only wealth management firm serving high-net-worth individuals and families, providing personalized financial planning, investment management, and family office services to help clients achieve their financial goals.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

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