BLEND WEALTH
Multi family office in Indianapolis, United States; focus on real estate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Indianapolis, United States
Investment approach
- SECTORS
- Real Estate & PropTech
- ROUTES
- Direct investments
Overview
This multi family office is based in Indianapolis, United States. Listed sector interests include real estate. It invests directly in companies; 8 people are named on its team.
People
- Alexis WoodwardCFP®, CKA® — CEO · source
- Tim WoodwardCFP®, CKA®, MBA — President & CFO · source
- Andrew CouchCPA — Chief Accounting Officer · source
- Jim MillerCFP® — Wealth Advisor · source
- Jake GirouxCPA — Senior Tax Accountant · source
- David KaremCPA — Senior Tax Accountant & Wealth Advisor · source
- Craig HendrixDirector of Operations · source
- Heather CouchBookkeeper & Payroll Specialist · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
BLEND WEALTH is a multi family office based in Indianapolis, the United States.
BLEND WEALTH invests directly in companies.
BLEND WEALTH invests in Real Estate & PropTech.
Key people at BLEND WEALTH include Alexis Woodward (CFP®, CKA® — CEO), Tim Woodward (CFP®, CKA®, MBA — President & CFO), Andrew Couch (CPA — Chief Accounting Officer) and Jim Miller (CFP® — Wealth Advisor).