c5 Wealth Management

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
c5 Wealth Management was an independent wealth management firm located in Great Falls, Virginia. Founded in 2006, the company specialized in multi-generational financial planning and institutional investment management. The firm assisted executives, entrepreneurs, educators and retirees in accumulating, preserving and distributing wealth. As of July, 2013 the company has been acquired by United Capital Financial Advisers.
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
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Connected people
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    Example Exampleexample[email protected]
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    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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