Helena Capital Partners

New York, United States Founded: 2019 • Age: 7 yrs
Delivers comprehensive multi-family office services for personalized wealth and investment management.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products - Services tracked
Competitors 9 Brand Intelligence

About Helena Capital Partners

Helena Capital Partners is a company based in New York (United States) founded in 2019 by Julie Majorelle. It operates as a B2B. Helena Capital Partners operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, among others.

  • Headquarter New York, United States
  • Founders Julie Majorelle
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Funding Insights of Helena Capital Partners

Premium access

Detailed funding history for Helena Capital Partners

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Helena Capital Partners

Investments
Premium access

Investment portfolio details for Helena Capital Partners

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - Helena Capital Partners

Premium access

Detailed financials for Helena Capital Partners

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Helena Capital Partners Comparisons

Helena Capital Partners Primary company
Description
Delivers comprehensive multi-family office services for pers...
Location
New York, United States
Founded Year
2019
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Helena Capital Partners

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of Helena Capital Partners

Helena Capital Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Multi-family office services are provided to high-net-worth clients.
Locked Locked Locked
Multi-family office services are provided to high-net-worth clients.
Locked Locked Locked
Provider of multi family office services
Locked Locked Locked
Multi-family office services are provided for asset management needs.
Locked Locked Locked
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
Locked Locked Locked
Provides equity capital and strategic advice to growth-oriented companies across sectors.
Premium access

Detailed competitors of Helena Capital Partners

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Helena Capital Partners

Premium access

Complete news archive for Helena Capital Partners

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Helena Capital Partners

Helena Capital Partners was founded in 2019.

Helena Capital Partners is headquartered in New York, United States. It is registered at New York, New York, United States.

Helena Capital Partners, based in New York, focuses on offering financial products and advice, managing wealth portfolios, family office services, and multi-family solutions. Delivers comprehensive multi-family office services for personalized wealth and investment management. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available