Kaplan Financial Advisors LLC | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Kaplan Financial Advisors LLC is a financial planning and investment advisory firm dedicated to providing personalized wealth management strategies. They focus on helping individuals and families achieve their financial goals through comprehensive planning, investment management, and retirement strategies.

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

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