No observed cheques. Organisations of this type rarely announce deals, so this says nothing about their activity.
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What they say, and what they did
They say
Type
Wealth manager
Cheque size
not stated
Stages
not stated
Cold pitches
not accepted
From their own site: “Our mission is to be alongside our clients in their financial journey from setting their investment goals to achieving financial dreams.”
We observed
Rounds they appear in
0 (0 led)
Median round size
— not their cheque
Sole named investor
never
Last seen
never
An announcement gives the size of the round, not the size of this investor's cheque. The only rounds that imply a cheque are those where they were the sole named investor.
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