About Finance Wealth

We are on a mission to democratize access to private markets and help every investor build a more complete, resilient portfolio.

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Our Story

Built to unlock private markets for everyone

Finance Wealth was founded on a simple but powerful observation: the world's most sophisticated investors — pension funds, university endowments, sovereign wealth funds, and family offices — allocate a significant portion of their portfolios to private markets. These institutions consistently achieve superior risk-adjusted returns compared to portfolios limited to public stocks and bonds.

Yet for decades, individual investors have been locked out of these opportunities. The barriers were formidable: high minimum investments, complex legal structures, lack of access to deal flow, and the need for specialized expertise to evaluate and monitor private market investments. Finance Wealth was built to tear down these barriers.

By combining institutional-quality investment sourcing and due diligence with technology that makes private market investing accessible and understandable, we have created a platform that gives every investor the opportunity to invest like an institution — regardless of their net worth or investment experience.

Private equity real estate investment strategy overview and return analysis
Our Foundation

The principles that guide everything we do

Our values are not aspirational statements on a wall — they are the operating principles that inform every investment decision, product feature, and customer interaction at Finance Wealth.

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Investor-First Mindset

Every decision we make starts with a single question: is this good for our investors? We have deliberately structured our business model to align our incentives with yours. We succeed when you succeed, and we are committed to maintaining this alignment as we grow.

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Rigorous Due Diligence

We apply institutional-grade due diligence to every investment opportunity on our platform. Our investment team evaluates hundreds of potential opportunities each year, and only a small fraction meet our stringent criteria for quality, risk management, and return potential.

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Long-Term Perspective

Private markets investing is inherently a long-term endeavor. We build our platform, our investment strategies, and our client relationships with a long-term perspective, prioritizing sustainable value creation over short-term metrics that do not serve our investors' best interests.

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Education and Transparency

We believe that informed investors make better decisions. We invest heavily in educational content, clear disclosure of fees and risks, and transparent reporting on investment performance. We never hide complexity behind jargon or obscure important information in fine print.

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Partnership Approach

We view our relationship with investors as a long-term partnership. We are not a transactional platform — we are a trusted partner in your financial journey. Our team is available to answer questions, provide guidance, and support you through every stage of your investment experience.

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Regulatory Excellence

We operate with the highest standards of regulatory compliance and ethical conduct. We are registered with the Securities and Exchange Commission (SEC) and are members of FINRA and SIPC. Our compliance program is designed to exceed minimum regulatory requirements.

Our Team

Led by experienced professionals

Our leadership team brings together decades of experience in private equity, real estate, institutional asset management, and financial technology.

Finance Wealth leadership team of experienced financial professionals

A team built for private markets excellence

Our investment team has collectively managed over $50 billion in private market assets across multiple economic cycles. They bring deep expertise in deal sourcing, due diligence, portfolio construction, and risk management that is typically found only at the largest institutional investment managers.

Our technology team is equally experienced, with backgrounds at leading financial technology companies and major investment banks. Together, they have built a platform that makes the complexity of private markets investing accessible to individual investors without sacrificing the rigor and depth that institutional investors demand.

$50B+ Assets managed by our team
25+ Years average experience
15+ Investment professionals
3 Global offices
Digital banking and fintech innovation in private markets investment platform
Our Technology

Technology that makes complexity simple

Private market investing has historically been complex, opaque, and administratively burdensome. Our technology platform changes that by automating the complex back-office processes, providing clear and transparent reporting, and delivering a user experience that makes private market investing as intuitive as investing in public stocks.

Our platform handles everything from investor onboarding and accreditation verification to investment execution, distribution processing, and tax reporting. We have invested millions of dollars in building infrastructure that eliminates the friction that has historically made private market investing inaccessible to individual investors.

  • Automated accredited investor verification and KYC/AML compliance
  • Real-time portfolio monitoring and performance reporting
  • Automated distribution processing and reinvestment options
  • Integrated tax reporting with K-1 document management
  • Mobile application for portfolio monitoring on the go
Our Partners

Partnered with world-class investment managers

We have built relationships with some of the world's leading private market investment managers to bring institutional-quality opportunities to our platform.

Private Equity Partners

We partner with established private equity firms that have demonstrated track records of generating superior returns across multiple economic cycles. Our partners have access to proprietary deal flow and the operational expertise to create value in their portfolio companies, giving our investors access to opportunities that would otherwise be unavailable to them.

Real Estate Investment Managers

Our real estate partners include some of the most respected names in institutional real estate investment, with deep expertise across property types, geographies, and investment strategies. From core income-producing properties to opportunistic value-add strategies, our partners cover the full spectrum of real estate investment opportunities.

Private Credit Specialists

Private credit has emerged as one of the fastest-growing segments of the private markets universe. Our private credit partners are specialists in direct lending, mezzanine financing, and structured credit, providing our investors with access to income-generating opportunities that offer attractive risk-adjusted returns relative to public fixed income markets.

Venture Capital Firms

For investors seeking exposure to early-stage technology and innovation, our venture capital partners provide access to some of the most promising companies before they reach public markets. Our VC partners have invested in numerous companies that have gone on to become category-defining businesses, and they bring this expertise to the investments available on our platform.

Investing in private markets involves significant risk, including the risk of loss of your entire investment. Private market investments are illiquid and may not be suitable for all investors. Past performance is not indicative of future results. Finance Wealth is not a registered investment advisor. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Please review all offering documents carefully before investing.