We are a placement agent for FinTech, emerging fund managers and real estate projects. Every organization is unique, and so are your capital raising needs. We are strategic in identifying the right investor who can not only provide capital but can enable your organization for success. Our substantial experience in the financial services and insurance industry has allowed us to create and foster meaningful relationships with LPs like family offices, institutional investors, venture capital and corporate venture capital communities. Through our broker-dealer
Wellesley Hills Securities, we are empowered to support capital raises of $10 million to $250 million.
