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Truing Capital Advisors secures a strategic minority investment from Elevation Point, raising $750M to enhance its wealth management services for business owners and families.
Amount Raised
$750 Million
Round Type
Venture
Investors
Description
Elevation Point has made a strategic minority investment in Truing Capital Advisors, a Las Vegas-based wealth management practice. This investment enables Truing Capital to enhance its offerings for clients with complex financial needs. The firm is committed to growing its client relationships and providing tailored solutions. The newly independent structure allows for greater flexibility in serving their clients.
Fundz sees it the moment Truing Capital Advisors raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Truing Capital Advisors 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.
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