Curated Wealth Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2321 Rosecrans Ave Ste 2215, El Segundo,...Phone Number
(310) 356-0830Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
2
1
1
1
About Curated Wealth Partners
Curated Wealth Partners is a multi-family office and investment advisor that provides financial advice and well-being to a growing community of clients. Founded in 2018, the firm aims to deliver a more integrated experience for families seeking to manage their wealth effectively. They prioritize simplicity and peace of mind for their clients, ensuring that their financial interests come first. Curated Wealth Partners partners with clients to source and evaluate investment opportunities in an unbiased manner.Explore more
Curated Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2005
AO
Andrea Olsen-CondonPresident & Chief Investment Officer & Tanglewood Registered Securities Principal (Lpl Financial)
Company Profile Activity
Activity Insights
Curated Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Curated Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Curated Wealth Partners.
Curated Wealth Partners Tech Stack
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Curated Wealth Partners is a multi-family office and investment advisor that provides financial advice and well-being to a growing community of clients. Founded in 2018, the firm aims to deliver a more integrated experience for families seeking to manage their wealth effectively. They prioritize simplicity and peace of mind for their clients, ensur... Read More
