United States · What does Truist Ventures invest in?
Truist Ventures says it invests in Finserv, Wealthtech and Financial Services.
Truist Ventures highlights
- 01
1 rounds on record
- 02
Led 1 rounds
What they do
The homepage text does not mention any investment activity.From their own website
- Type
- Corporate VC (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries ASeries B
- Sectors
- FinservWealthtechFinancial Services
- Based in
- Charlotte, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first1 appearances
- 2023
1 round
- Nov
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.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration11 named
BSBrian Sean DowhowerChairman of the Board, President and CEOiForm ADV
BSBryan Scott CramDirector, Vice Chairman, Executive Vice PresidentiForm ADV
DODorothy Oscarlyn ElderCo-Chief Investment OfficeriForm ADV
EMEvelyn Michelle CallenderTreasurer and Chief Financial OfficeriForm ADV
JTJeffrey Todd DunnDirector, Executive Vice PresidentiForm ADV
JMJoseph M ThompsonDirectoriForm ADV
KJKeith Joseph LernerCo-Chief Investment OfficeriForm ADV
LRLeah Rowe WehingerDirector, Executive Vice President, Head of Investment Advice and SolutionsiForm ADV
MRMonica Renee WoodTreasurer and CFOiForm ADV
SHSusan HechtlingerDirector, Chief Compliance Officer, Senior Vice PresidentiForm ADV
TTTonya TysonAssistant Secretary, Chief Operations Officer, Senior Vice PresidentiForm ADV
We also hold 52 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$77Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Truist Advisory Services, Inc.
- SEC number
- CRD 283390
What they claim to have backed
From their own portfolio page (on their website)
0 of 8 we have independently watched raise
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Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.