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SlateStone Wealth Welcomes Temperance Partners as Strategic Investor

Sep 25, 2024over 1 year ago

Contract Type

partnership

FloridaFinancial ServicesInvestment Management

Description

SlateStone Wealth, LLC announces a strategic partnership with Temperance Partners, a private investment firm backed by family office capital with a long-term focus. This investment positions SlateStone for continued organic and inorganic growth opportunities, as well as future investments in technology, talent, and bespoke family office services.

Company Information

Company

SlateStone Wealth

Location

661 University Blvd

Florida, United States

About

SlateStone Wealth, LLC is a Registered Investment Adviser (RIA) based in Jupiter, Florida, specializing in comprehensive wealth management services for high and ultra-high net worth individuals, families, and their advisors.

Predictive Intelligence
Strategic

ML-powered predictions for SlateStone Wealth's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.