Advanced Wealth Management
Multi family office in Sarasota, United States, founded 2003; focus on fintech, climate and software.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Sarasota, United States
- FOUNDED
- 2003
Investment approach
- SECTORS
- FintechClimate & EnergySoftware & SaaSIndustrial & ManufacturingReal Estate & PropTechHealthTechMobility & Logistics
- ROUTES
- Companies (own capital)
Overview
Founded in 2003, this multi family office has its headquarters in Sarasota, United States. Its sector focus covers fintech, climate, software and industrial. It invests directly in companies; 3 people are named on its team.
People
- John KarpinskyCo-founder · source
- Tom WinkelsCo-founder · source
- Daniel KleinPrincipal · source
Frequently asked questions
Advanced Wealth Management is a multi family office based in Sarasota, the United States, founded in 2003.
Advanced Wealth Management invests its own capital into companies.
Advanced Wealth Management invests in Fintech, Climate & Energy, Software & SaaS, Industrial & Manufacturing, Real Estate & PropTech, HealthTech and Mobility & Logistics.
Key people at Advanced Wealth Management include John Karpinsky (Co-founder), Tom Winkels (Co-founder) and Daniel Klein (Principal).