About Venturi Private Wealth
Venturi Private Wealth is a Financial Services company based in Austin (United States) founded in 2015, and was acquired by CapRock Communications in July 2026. It offers wealth management, family office services, private investments, and tax strategies. It operates on a B2B model. Venturi Private Wealth offers products and services including Wealth Management, Family Office Services, Private Investments, Business Exit Planning, and Equity Compensation Planning. Its focus areas include Finance, Wealth Management, Private Wealth and Family Office. Its legal entity is VENTURI WEALTH MANAGEMENT, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Venturi Private Wealth specializes in financial planning and advisory services for high-net-worth families, focusing on goals-based strategies, personalized portfolios, and tax management. They provide comprehensive family office solutions, private investments, and business exit planning to support wealth preservation. Operating from Austin, Texas, and Oklahoma City, Oklahoma, they deliver expert guidance through independent and transparent approaches, serving clients with tailored risk management and investment opportunities.
- Headquarters Austin, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website venturiprivatewealth.com
- Social LinkedIn X Facebook
- Acquired by CapRock Communications (Jul 2026)
- Legal Name Venturi Wealth Management, Llc
- Investors
- Acquired byCapRock Communications
(Jul 2026)
Products & Services of Venturi Private Wealth
Venturi Private Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, Private Investments, Business Exit Planning, and Equity Compensation Planning.
Provides goals-based planning and personalized portfolios for high-net-worth clients.
Offers comprehensive solutions for family wealth management and legacy planning.
Accesses opportunities in private equity and alternative investments for clients.
Assists with holistic exit strategies and tax optimization for business owners.
Integrates company stock into overall financial and tax strategies.
Investors in Venturi Private Wealth
Venturi Private Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CapRock Communications.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of satellite telecommunication services | 1981 | caprock.com | Houston, United States |
Investor details for Venturi Private Wealth
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
Verified entity values are shown only after access is granted.
Timeline of Venturi Private Wealth
2 dated milestones of Venturi Private Wealth across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Venturi Private Wealth is founded.
- Exit Acquired by CapRock Communications.
Competitors of Venturi Private Wealth
Venturi Private Wealth has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Venturi Private Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Venturi Private Wealth
The website of Venturi Private Wealth (venturiprivatewealth.com) receives about 3.5K visits a month.
- Monthly visits3.5K
▼ 41% vs previous month
Top companies in Single Family Offices
3 companies that operate in the same segment as Venturi Private Wealth (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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.
- 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
Related news about Venturi Private Wealth
Complete news archive for Venturi Private Wealth
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 Venturi Private Wealth
Venturi Private Wealth was founded in 2015.
Venturi Private Wealth is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Venturi Private Wealth specializes in financial planning and advisory services for high-net-worth families, focusing on goals-based strategies, personalized portfolios, and tax management. They provide comprehensive family office solutions, private investments, and business exit planning to support wealth preservation. Operating from Austin, Texas, and Oklahoma City, Oklahoma, they deliver expert guidance through independent and transparent approaches, serving clients with tailored risk management and investment opportunities.
Venturi Private Wealth's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Venturi Private Wealth offers Wealth Management, Family Office Services, Private Investments, Business Exit Planning, and Equity Compensation Planning.
Venturi Private Wealth has 1 investor. Key investors include CapRock Communications.
Venturi Private Wealth operates through Venturi Wealth Management, Llc.
Yes. Venturi Private Wealth was acquired by CapRock Communications in July 2026.