Marcum Wealth
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Commodities, Crypto, ESG and Impact Investing, Infrastructure, Distressed and Special Situations, Collectibles & Art
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, France, Italy, Denmark, Switzerland, Spain, South Korea, Netherlands, New Zealand, Sweden, Belgium, Norway, Finland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Industrial
- Transportation
- Pharmaceuticals
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2006
Marcum Wealth is a private investment firm specializing in comprehensive financial planning and wealth management services. Founded in 2006, the firm has grown to manage over $4.3 billion in client assets as of December 31, 2024. Marcum Wealth offers a range of services, including financial planning, portfolio management, and retirement plan solutions, catering to multi-generational families and business owners. The firm's team of advisors is dedicated to providing personalized, high-touch service to help clients achieve their financial goals. In March 2025, Marcum Wealth announced its acquisition by Wealth Enhancement, a national independent wealth management firm, with the deal expected to close in May 2025. This partnership aims to expand Marcum Wealth's reach and resources, enhancing its ability to serve clients across the United States. The acquisition is set to add Marcum Wealth's client assets to Wealth Enhancement's existing portfolio, further solidifying its position in the wealth management industry.
Requirements
- Focus on private equity, venture capital, real estate, and other alternative investments
- Preference for investments in technology, healthcare, consumer goods, and financial services sectors
- Interest in both early-stage and growth-stage companies
- Geographical focus on North America, Europe, and select Asia-Pacific regions
- Commitment to ESG and impact investing principles
- Willingness to engage in both minority and majority investments
- Open to co-investment opportunities with other institutional investors
- Preference for investments with clear exit strategies within 5-7 years
Contact
[Official Website Hidden]
[HQ Location Hidden]
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