United States · Investor

Yelp

Last cheque observed Oct 2018. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietCorporate VC

Series BAgricultureHome And GardenAdvertising

Cheques on record
0%of best year0cheques in 12 months, 1 on record
Since the last cheque2939days00hrs00min00sec
Median round$30MRounds led0 of 1
Pitch Yelp

Yelp highlights

  1. 01

    1 rounds on record

  2. 02

    Mostly Series B: 100% of its rounds

What they do

Type
Corporate VC (from a list, unverified)
Cheque size
Not stated
Sectors
AgricultureHome And GardenAdvertising
Based in
San Francisco, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first1 appearances

  1. 2018

    1 round

  2. Oct
    NetlifySeries B · US · FinSMEs$30MWith 4 others

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 registration24 named

AMAaron Matthew TerwedoManaging Member, Vice President - Financial PlanningiForm ADV
AKAbigail Katzen MooneyChief Compliance OfficeriForm ADV
ALAdam L WayCEO, CCOiForm ADV
AAAlly AyersManaging MemberiForm ADV
AIAna Isabel KeatingSecretary/Treasurer/Office ManageriForm ADV
AAAnthony Alan SaccaroPresident, CCOiForm ADV
AJAnthony James KratofilManaging MemberiForm ADV
AGAustin Gentry MarrsManaging MemberiForm ADV
ATAustin T CaswellChief Compliance OfficeriForm ADV
BGBelena Gay VincettiChief Compliance OfficeriForm ADV
BRBradley Robert ScoularMemberiForm ADV
BMBrian M LevyManaging MemberiForm ADV
BJBryan Jennings KnudsonMember, Senior Wealth AdvisoriForm ADV
CRCarl R CarlsonChief Executive OfficeriForm ADV
CRClayton Rolf QuammeMemberiForm ADV
CACrystal Allison MckeonChief Compliance OfficeriForm ADV
DRDale Robert BrandaMember & Chief Operating OfficeriForm ADV
DRDale Robert TerwedoMember, CCOiForm ADV
DCDaniel Clayton CaswellManaging MemberiForm ADV
DEDaniel Eugene MoylanChief Investment OfficeriForm ADV
DMDaniel Maclay FlanneryPresident, Portfolio ManageriForm ADV
DLDarren L. ZagarolaMemberiForm ADV
DCDavid Charles NelsonChief Strategy OfficeriForm ADV
DADeborah Ann WinklerDirector/ SecretaryiForm ADV

We also hold 93 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

Legal name
Integrated Wealth Strategies, LLC
SEC number
CRD 292917

Recently backed

The latest companies Yelp put money into.

Netlify$30M · Oct 2018

Quick answers about Yelp

What does Yelp invest in?

Yelp invests most often at Series B (100% of the rounds on record), in sectors such as Agriculture, Home And Garden and Advertising.

How active is Yelp?

1 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2018.

What has Yelp invested in recently?

Its most recent investments on record: Netlify (Series B, Oct 2018).

How big are Yelp's cheques?

The median round it joins is $30M.

Is Yelp investing now?

No investments in the last 12 months; the latest was in Oct 2018.

What kind of investor is Yelp?

Yelp is a corporate VC based in San Francisco, United States.

When was Yelp founded?

Yelp was founded in 2004.

Where does this information on Yelp come from?

From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it