Amount Raised
86
62
Amount Raised
Growth Score
-7 pts
Heat Score
-27 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
See more interactive data and historical milestones on desktop for the best experience
53920
Americana Partners provides wealth advisory and investment management services for individuals and families.
- Michael Mithoff: Managing Director and Head of Private Equity
- Jason Fertitta: Chief Executive Officer/Partner
About the Company
Americana Partners offers services including retirement planning, investment management, wealth transfer planning, risk management, family governance, and access to alternative investments. It works with clients to develop customized financial plans aligned with personal objectives, business interests, and legacy considerations. Americana Partners
also supports clients through services such as pre-liquidity planning, philanthropy planning, pension strategies, and sustainable investing approaches.
