# Yelp: portfolio, investments and team > Yelp is a corporate vc based in United States. 1 investment on record, latest Oct 2018. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/yelp (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Yelp Last cheque observed Oct 2018. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Corporate VC Series B Agriculture Home And Garden Advertising Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **2939** days **00** hrs **00** min **00** sec Median round **$30M** Rounds led **0 of 1** Pitch Yelp ## Yelp highlights - 01 1 rounds on record - 02 Mostly Series B: 100% of its rounds ## What they do - **Type:** Corporate VC (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Agriculture Home And Garden Advertising - **Based in:** San Francisco, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2018** 1 round - **Oct** **[Netlify](https://millionrounds.com/company/netlify)** Series B · US · FinSMEs **$30M** With 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 registration **24 named** AM **Aaron Matthew Terwedo** Managing Member, Vice President - Financial Planning i Form ADV AK **Abigail Katzen Mooney** Chief Compliance Officer i Form ADV AL **Adam L Way** CEO, CCO i Form ADV AA **Ally Ayers** Managing Member i Form ADV AI **Ana Isabel Keating** Secretary/Treasurer/Office Manager i Form ADV AA **Anthony Alan Saccaro** President, CCO i Form ADV AJ **Anthony James Kratofil** Managing Member i Form ADV AG **Austin Gentry Marrs** Managing Member i Form ADV AT **Austin T Caswell** Chief Compliance Officer i Form ADV BG **Belena Gay Vincetti** Chief Compliance Officer i Form ADV BR **Bradley Robert Scoular** Member i Form ADV BM **Brian M Levy** Managing Member i Form ADV BJ **Bryan Jennings Knudson** Member, Senior Wealth Advisor i Form ADV CR **Carl R Carlson** Chief Executive Officer i Form ADV CR **Clayton Rolf Quamme** Member i Form ADV CA **Crystal Allison Mckeon** Chief Compliance Officer i Form ADV DR **Dale Robert Branda** Member & Chief Operating Officer i Form ADV DR **Dale Robert Terwedo** Member, CCO i Form ADV DC **Daniel Clayton Caswell** Managing Member i Form ADV DE **Daniel Eugene Moylan** Chief Investment Officer i Form ADV DM **Daniel Maclay Flannery** President, Portfolio Manager i Form ADV DL **Darren L. Zagarola** Member i Form ADV DC **David Charles Nelson** Chief Strategy Officer i Form ADV DA **Deborah Ann Winkler** Director/ Secretary i Form 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 ## The cheque Series B Median round joined **$30M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Oct 2018 Rounds by stage said on their site - Series B *1* **Pitching Yelp?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Yelp put money into. [**Netlify** $30M · Oct 2018](https://millionrounds.com/company/netlify) ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=yelp) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=yelp)