Total Funding
46
65
Total FundingFunding Round raised
Growth Score
-3 pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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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
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families.
- Lee Hutter: Co-Founder & Chief Executive Officer
- Susan Moffat: President
About the Company
Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families. With the backing of some of the most sophisticated financial professionals in the industry, they launched Curated Wealth because their clients deserve a better, more integrated experience.
It was founded in 2018 and is based
in El Segundo, California.
Women Founded
