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Debt Financing Wealth Management Companies

Explore 20 wealth management startups that raised debt financing funding. Access verified founder contact information and fundraising data.

Total Companies
20
Total Funding
$1.9B
Avg Funding
$96.5M
Cities
19

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Riga, Latvia
$2.2M
raised

Europe's leading investment platform for earning regular passive income, authorized under MiFID with multiple industry awards.

Sep 2024
Debt Financing

Founder Contacts

41,000+ verified contacts

Sydney, Australia
$196.1M
raised

Real Asset Management is a wealth and asset manager specializing in real estate, credit, and private equity markets.

Sep 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

North East, United States
$7.5M
raised

D2 Organization provides real estate development services.

Jul 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

Tempe, United States
$350.0M
raised

PRP Life is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs.

Jul 2023
Debt Financing

Founder Contacts

41,000+ verified contacts

Pasadena, United States
$15.0M
raised

ExchangeRight provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth.

Jul 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

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41,000+ verified emails
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Cidade Jardim Montevideo, Brazil
$75.0M
raised

Clash is an investment agency.

Jun 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

Klein-basel, Switzerland
$699.5M
raised

Helvetia Baloise Holding AG provides insurance, pension, wealth and banking solutions for individuals and businesses in Europe.

Apr 2026
Debt Financing

Founder Contacts

41,000+ verified contacts

Milan, Italy
$539K
raised

Klear is a fintech company that provides personal finance management and wealth management platform based on AI technology.

Mar 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

Groot-bijgaarden, Belgium
$50.4M
raised

Mitiska REIM is a real estate investment fund manager and advisor.

Mar 2026
Debt Financing

Founder Contacts

41,000+ verified contacts

Chicago, United States
$100.0M
raised

Edge Focus develops and operates an advanced fintech platform in the area of investment management.

Mar 2026
Debt Financing

Founder Contacts

41,000+ verified contacts

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41,000+ verified emails
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Omaha, United States
$30.0M
raised

SilverLeaf Wealth Management offers wealth management, financial management, insurance and tax planning services.

Mar 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

Sioux Falls, United States
$100.0M
raised

Expansion Capital Group is a financial services company that offers business owners working capital financing.

Jan 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

London, United Kingdom
$114.0M
raised

13o3 is the epitome of perfection and exclusivity, providing tailored solutions to the most complex and sophisticated business challenges.

Dec 2022
Debt Financing

Founder Contacts

41,000+ verified contacts

New York, United States
$4.5M
raised

WealthPlan's wealth-building program aims to help individuals learn investing, income strategies, and taxes through coaching and workshops.

Nov 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

Crawley, United Kingdom
$5.4M
raised

Verso Wealth Management (Verso) is a wealth management group providing financial advice and investment management.

Jan 2026
Debt Financing

Founder Contacts

41,000+ verified contacts

Ready to Reach These Founders?

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41,000+ verified emails
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Baltimore, United States
$25.0M
raised

Facet provides financial planning and advice tailored to individual needs and goals.

Oct 2024
Debt Financing

Founder Contacts

41,000+ verified contacts

Oldham, United Kingdom
$286K
raised

HMRC recognised SimpleTax is the easy way of calculating & submitting a self-assessment return.

Oct 2022
Debt Financing

Founder Contacts

41,000+ verified contacts

Pasadena, United States
$150.0M
raised

Pasadena Private Lending specializes in private lending, retirement solutions, wealth management services, and bookkeeping services.

Oct 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

Coral Gables, United States

Cantata Wealth provides wealth management, financial planning, and investment advisory services for individuals and families.

Oct 2025
Debt Financing

Founder Contacts

41,000+ verified contacts

North Sydney, Australia
$5.0M
raised

DASH Technology is a merger with financial planning software firm.

Oct 2024
Debt Financing

Founder Contacts

41,000+ verified contacts

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