Planned Financial Services | Investor profile | Foundersuite

Investor info

Type

PE/Buyout

Stage focus

Seed Round

Description

Planned Financial Services (PFS) is a wealth management firm based in Cleveland, Ohio. Established in 1994, the firm offers services including financial planning, wealth management, retirement planning, and family office services. The assets are managed by the executive management team.

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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