Citrin Cooperman Wealth Management

United States; New York New York United States; New York United States; North America
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Investor info
Type
Corporate Venture Capital
Stage focus
  • Seed Round
Description
Citrin Cooperman Wealth Management (CCWM) is an investment advisor based in New York, NY. Founded in 1997, CCWM also provides multi-family office services under the name Citrin Cooperman & Company, which includes investment, financial planning and tax services. Additionally the firm also provides personal financial planning services and wealth preservation services to its clients.
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 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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