UBG Retirement & Wealth Management | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Industry focus

Description

UBG Retirement & Wealth Management provides financial planning, retirement plan services, and wealth management solutions for individuals and businesses, focusing on fiduciary services and personalized strategies to help clients achieve their financial goals.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

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