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Client First Strategy
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Investor info
Type
Registered Investment Advisors
Stage focus
Seed Round
Description
Client First Strategy specializes in financial planning and wealth management, helping clients achieve their financial goals by providing personalized advice, retirement planning, investment management, and risk assessment services.
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
[email protected]
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[email protected]
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[email protected]
Example Example
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[email protected]
Example Example
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[email protected]
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