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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Aprio Wealth Management

Multi family office in Atlanta, United States, founded 2017; focus on fintech, real estate and crypto.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Atlanta, United States
FOUNDED
2017

Investment approach

SECTORS
FintechReal Estate & PropTechCrypto & Web3
ROUTES
Companies (own capital)

Overview

Headquartered in Atlanta, United States, the firm is listed as a multi family office founded in 2017. Sectors on record are fintech, real estate and crypto. It invests directly in companies; 4 people are named on its team.

People

  • Simeon Wallis
    Chief Investment Officer and Partner · source
  • Keith Greenwald
    Chief Executive Officer and Chief Compliance Officer · source
  • Richard Kopelman
    CEO of the Managing Member · source
  • Eric Flynn
    Chief Wealth Officer · source

Frequently asked questions

Aprio Wealth Management is a multi family office based in Atlanta, the United States, founded in 2017.

Aprio Wealth Management invests its own capital into companies.

Aprio Wealth Management invests in Fintech, Real Estate & PropTech and Crypto & Web3.

Key people at Aprio Wealth Management include Keith Greenwald (Chief Executive Officer and Chief Compliance Officer), Richard Kopelman (CEO of the Managing Member), Simeon Wallis (Chief Investment Officer and Partner) and Eric Flynn (Chief Wealth Officer).