Venture Visionary Partners LLC
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2019
Venture Visionary Partners LLC is a registered independent wealth management firm that provides personalized investment advisory services to affluent individuals and families. As fiduciaries, they offer objective advice and access to a wide range of resources, collaborating seamlessly with clients' existing advisors to simplify decisions and build thoughtful strategies for life, family, and business. Their commitment to transparency and privacy ensures client satisfaction and exceptional results.
Founded in 2019, the firm has grown to employ between 10 and 50 professionals. They are registered to service clients in multiple states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Nebraska, New Hampshire, and New Jersey. Their offices are located in Sylvania, Ohio, and Bonita Springs, Florida.
Venture Visionary Partners has received recognition for its excellence in the financial advisory sector. Forbes ranked the firm #1 in Ohio and #19 in the U.S. on its Top Registered Investment Advisors list in 2022. Additionally, Barron’s ranked CEO Craig Findley #5 in Ohio on its America’s Top 1200 Financial Advisors list in 2023. These accolades reflect the firm's dedication to providing high-quality, client-focused financial services.
Requirements
- High net worth individuals
- Affluent families
- Business owners
- Entrepreneurs
Contact
[Official Website Hidden]
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