Iron Capital Wealth Management to offer financial advisory services
Headquartered in San Fransisco, Iron Capital Holdings, a venture focused private equity services firm, has launched Iron Capital Wealth Management, a new division that will offer financial advisory services to high net worth individuals.
In association with Iron Capital Liquidity Desk, this new division will help individuals seeking liquidity from shares and options in privately held companies, to chart a clear path toward successful capital preservation and venture reinvestment strategies.
Also, Iron Capital has partnered with an institutional wealth services firm to offer independent wealth advisors access for their clients to shares in private companies, which are typically unavailable to this investor class. Also, clients registered with the wealth services firm can see deal flow and access private shares from Iron Capital’s inventory.
Jason Blum, CEO of Iron Capital Holdings says, “Our clients face a unique challenge - they require sophisticated investment strategies but rarely have the time to be able to manage a complex set of investment needs. By combining our venture and private offerings along with more traditional investment strategies we are able to offer clients an end-to-end solution that removes the heavy lifting.”
Iron Capital is a comprehensive venture focused private equity services firm that provides the traditional services of venture capital combined with the flexibility of capital resources provided with a fully licensed investment bank.
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