What is Apriem?
Apriem Advisors, headquartered in Irvine, CA, is a distinguished fee-only investment advisory firm managing over $1.3 billion in assets. The firm's core expertise lies in multigenerational wealth management, providing comprehensive services that encompass retirement planning, estate planning, and risk management. Apriem Advisors places a strong emphasis on aligning financial strategies with core family values, fostering long-term client relationships and financial success. The firm also actively supports initiatives such as 'Women of Wisdom,' aimed at advancing women in financial management.
How much funding has Apriem raised?
Apriem has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Apriem
PPP
Public-Private Partnership
What's next for Apriem?
The recent major strategic investment, within the context of large-scale late-stage funding, signals Apriem's readiness for significant expansion or strategic acquisitions. This capital infusion is likely to fuel advancements in their advisory services, technology infrastructure, and market reach. Apriem is poised to further solidify its leadership in multigenerational wealth management, potentially exploring new service verticals or enhancing its existing client-centric offerings to cater to an evolving financial landscape.
See full Apriem company page
