Investor Type | Firm |
Industries | Software (Web Marketplace Saas..) • IT (& TMT) • FinTech (& Financials services) |
Investing | U.S.A. |
Investment Range | $5,000,000 - $5,000,000 |
Circle Financial Group is a private wealth-management and venture capital firm based in New York, New York. The firm is run by a select group of women and its process includes asset allocation, ongoing investment manager due diligence and access to practices in tax as well as trust and estate planning.