Clarfeld Financial Advisors

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Clarfeld Financial Advisors (Clarfeld) is a wealth management firm based in Tarrytown, New York. Established in 1981, the firm provides wealth management services including financial planning, investment counseling, estate and trust planning, tax planning, risk management and asset protection and personal wealth management to high net-worth individuals, professionals and families. The assets of the firm are managed and governed by the Board of Directors.
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
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
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  • 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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