About Intellectus Partners
Intellectus Partners is a Financial Services company based in San Francisco (United States) founded in 2015. It provides investment advisory and lifecycle services for entrepreneurs and executives worldwide. It operates on a B2B and Advisory Services model in Financial Services and Business Services sectors. Intellectus Partners offers products and services including Lifecycle Advisory, Investment Management, and Venture Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Entrepreneur Advisory.
Company details
Intellectus Partners is a wealth management firm headquartered in San Francisco, focusing on advising entrepreneurs and successful executives. They employ a unique lifecycle approach to help clients navigate business evolution, investment strategies, and wealth preservation. Services include optimizing business structures, managing investments, and addressing tax and philanthropic goals. The firm works with innovative leaders, drawing on deep expertise in finance and venture services to create lasting value.
- Headquarters San Francisco, United States
- SectorsFinancial ServicesBusiness Services
- Website intellect.us
- Social X Facebook
Products & Services of Intellectus Partners
Intellectus Partners offers a comprehensive portfolio of products and services, including Lifecycle Advisory, Investment Management, and Venture Services.
Advisory for entrepreneurs' financial and business lifecycle needs
Strategies for sourcing and managing investment opportunities
Unbiased consulting for venture capital and equity ownership
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Intellectus Partners (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Intellectus Partners
Intellectus Partners was founded in 2015.
Intellectus Partners is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Intellectus Partners is a wealth management firm headquartered in San Francisco, focusing on advising entrepreneurs and successful executives. They employ a unique lifecycle approach to help clients navigate business evolution, investment strategies, and wealth preservation. Services include optimizing business structures, managing investments, and addressing tax and philanthropic goals. The firm works with innovative leaders, drawing on deep expertise in finance and venture services to create lasting value.
Intellectus Partners offers Lifecycle Advisory, Investment Management, and Venture Services.