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Intersect Capital
company
About
Intersect Ventures is the venture arm of global wealth management firm Intersect Capital.
- 11 - 50
Highlights
Details
- Industries
- Finance,Financial Services,Venture Capital
- Founded date
- Jan 1, 1997
- Number Of Employee
- 11 - 50
- Operating Status
- Active
- Investor Type
- Family Investment Office,Venture Capital
Intersect Capital specializes in servicing the financial planning needs of business owners, entrepreneurs, athletes, and entertainers. It was created to facilitate an innovative combination of tools and resources designed to find new harmonies and possibilities in life. It provides the expertise, range, and depth of service that typical financial planning and family office doesn’t deliver. Its range of specialization in wealth management and administration, tax and estate planning, risk management, and concierge-style services is unique in the marketplace. The firm was founded in 1997 and is based in San Ramon, California.
Investments
Number of Investments
Number of Lead Investments
1
0
Intersect Capital has made 1 investments. Their most recent investment was on
Jul 21, 2021, when Carbon Health raised $350M.
|
Date
Company Name
|
Round | Money Raised | Industry | Lead Investor |
|---|---|---|---|---|
|
Jul 21, 2021
Carbon Health
|
Series D | $350M | Electronic Health Record (EHR) | — |
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