About Leo Berwick
Leo Berwick ma advisory firm through investment industry, investment banks, and ibs. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarter Coronado, United States
- Founders Nick Kato
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website leoberwick.com
- Social LinkedIn X
- Latest Funding Round$75M (USD), Debt – Conventional
Jul 2025
- Investors
Funding Insights of Leo Berwick
- Total Rounds 1
- Last Round Debt – Conventional — $75M
- First Round $75M
(Jul 2025)
- Investors Count 1
All 1 funding rounds of Leo Berwick with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2025 | $75M | Debt – Conventional | – | – |
1 investors in total: 1 institutional.
Investors in Leo Berwick
Leo Berwick has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Stone Point Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | – | stonepoint.com | - |
Investor details for Leo Berwick
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of Leo Berwick
12 people are tracked at Leo Berwick (11 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Nick Kato | Founder & Managing Partner | Leadership |
Jeremy Bari | Managing Director | Leadership |
Mike Bammel | Partner | Leadership |
Anthony Vu | Director | Leadership |
Heather Godsmark | Chief Clients & Markets Officer | Leadership |
Colin Schmidt | Partner | Leadership |
Robbie Harvey | Director | Leadership |
Martin Schmidt | Partner | Leadership |
Justine Morin | Director | Leadership |
Darryl Steinberg | Managing Director | Leadership |
Meghan Pearce | Chief Human Resources Officer | Leadership |
Vanessa P. | Human Resources Specialist | Team |
Complete people profiles for Leo Berwick
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Leo Berwick
2 dated milestones of Leo Berwick across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Leo Berwick is founded.
- Funding First funding round of $75.0M.
Web traffic of Leo Berwick
The website of Leo Berwick (leoberwick.com) receives about 12.7K visits a month and ranks #1,800,508 among all websites worldwide, #4,312 in Accounting and Auditing.
- Monthly visits12.7K
▼ 10.1% vs previous month
- Unique visitors6.1K
per month
- Global rank#1,800,508
among all websites
- Category rank#4,312
Finance · Accounting and Auditing
- Bounce rate49%
- Pages per visit1.6
- Average visit47 sec
- DevicesDesktop 38% · Mobile 62%
Websites whose visitors overlap most with Leo Berwick. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| melcap.com | 100% | 5.4K | #3,117,817 | View details | |
| cruxclimate.com | 98% | 34.4K | #1,002,479 | View details | |
| mergerware.com | 70% | 2.1K | #10,074,168 | View details | |
| midaxo.com | 68% | 10.3K | #2,240,667 | View details | |
| srsacquiom.com | 62% | 69.9K | #369,427 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Leo Berwick
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to Leo Berwick
10 companies that operate in the same segment as Leo Berwick (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 100.43 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Leo Berwick
Leo Berwick was founded in 2020 and raised its 1st funding round 5 years after it was founded.
Leo Berwick is headquartered in Coronado, United States. It is registered at Coronado, California, United States.
Leo Berwick ma advisory firm through investment industry, investment banks, and ibs. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Leo Berwick has 1 investor. Key investors include Stone Point Capital.