Silverleaf Wealth Management has secured $30M in financing from Turning Rock Partners to support its expansion efforts. This funding will enable Silverleaf to continue its acquisition strategy and expand services to a broader client base.
Amount Raised
$30 Million
Round Type
Funding Round
OmahaFinancial ServicesFinanceInvestors
Description
Turning Rock Partners has closed a senior financing round with Silverleaf Wealth Management, providing $30M in expansion capital. This investment aims to support Silverleaf's growth and acquisition strategy. Founded in 2009, Silverleaf is an independent wealth advisory firm with a strong history of stable growth. The financing is backed by a solid asset base and cash flow profile.
Quick answer
Silverleaf Wealth Management raised $30 Million in a Funding Round round, dated March 13, 2025. Investors: Turning Rock Partners. Silverleaf Wealth Management is based in Omaha, Nebraska, United States.
- How much did Silverleaf Wealth Management raise?
- Silverleaf Wealth Management raised $30 Million in a Funding Round round on March 13, 2025.
- Who invested in Silverleaf Wealth Management?
- Turning Rock Partners is named as investors in this round.
- What does Silverleaf Wealth Management do?
- Silverleaf Wealth Management is an independent wealth advisory firm comprised of wealth advisors across the United States.
- Where is Silverleaf Wealth Management based and how big is it?
- Silverleaf Wealth Management is based in Omaha, Nebraska, United States.
- Who are the decision-makers at Silverleaf Wealth Management?
- Fundz holds 2 contacts at Silverleaf Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Finance around the same time
Companies in the same sectors as Silverleaf Wealth Management that raised within 45 days of this round, from Fundz verified event records.
- FCB Financial raised $1M (Seed) on April 25, 2025.
- Ensysce Biosciences raised $2.2M (Seed) on April 23, 2025.
- Beneficient raised $233K (Seed) on April 21, 2025.
- Glider raised $4M (Seed) on April 17, 2025.
- CAP Labs raised $920 (Pre-Seed) on April 15, 2025.
- Meanwhile raised $40M (Series A) on April 12, 2025.
Who to call at Silverleaf Wealth Management, and when
A new round usually means Silverleaf Wealth Management is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Silverleaf Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Silverleaf Wealth Management, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Silverleaf Wealth Management. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Silverleaf Wealth Management raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Silverleaf Wealth Management raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.