Peninsula Wealth, LLC | Investor profile | Foundersuite

Investor info

Type

Investment Banks & Service Providers

Stage focus

Seed Round

Current fund size

$ 224,600,000

Description

Peninsula Wealth, LLC is a financial advisory firm specializing in wealth management and financial planning services. They focus on helping clients achieve their financial goals through personalized strategies, investment management, and comprehensive financial advice.

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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