About Venturi Private Wealth
Venturi Private Wealth is a company based in Austin (United States). It operates as a Professional Services, and Commission-Based. Venturi Private Wealth has completed 1 acquisition, including Big Dot of Happiness. Venturi Private Wealth offers products and services including Wealth Management, Family Office Services, Private Investments, Business Exit Planning, and Equity Compensation Planning.
- Headquarter Austin, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Employee Count
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- Investments & Acquisitions
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Personalized financial planning and tax strategy are provided.
Comprehensive solutions for family wealth management are offered.
Access to exclusive private investment opportunities is provided.
Holistic exit planning and tax strategy are delivered.
Integration of equity compensation into financial plans is offered.
Investment solutions for family missions are carefully managed.
Funding Insights of Venturi Private Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Venturi Private Wealth
Venturi Private Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Big Dot of Happiness. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Party supplies and decorations are provided via an online platform.
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1999 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Venturi Private Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Venturi Private Wealth Comparisons
Competitors of Venturi Private Wealth
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Venturi Private Wealth
Where is Venturi Private Wealth located?
Venturi Private Wealth is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
What does Venturi Private Wealth do?
Venturi Private Wealth is focused on delivering comprehensive wealth management solutions, including goals-based financial planning, personalized portfolios, and tax strategies. Services are extended to family office solutions, private investments, business exit planning, equity compensation integration, and private foundation management. The company operates in the financial sector, catering primarily to high-net-worth individuals and families with tailored advice and investment opportunities. Risk management and transparency are emphasized in all offerings to ensure client interests are prioritized.
What products or services does Venturi Private Wealth offer?
Venturi Private Wealth offers Wealth Management, Family Office Services, Private Investments, Business Exit Planning, and 2 more products and services.
How many acquisitions has Venturi Private Wealth made?
Venturi Private Wealth has made 1 acquisition, including Big Dot of Happiness.