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

Compass Financial Family Office

Multi family office in Tampa, United States, founded 1961; focus on real estate, fintech and healthtech.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Tampa, United States
FOUNDED
1961

Investment approach

SECTORS
Real Estate & PropTechFintechHealthTech
ROUTES
Companies (own capital)

Overview

This multi family office is based in Tampa, United States; it was founded in 1961. Listed sector interests include real estate, fintech and healthtech. It invests directly in companies; 3 people are named on its team.

People

  • Jay L. Shein
    Co-Chief Investment Officer and Strategist · source
  • Blair C. Shein
    President and senior member of the investment committee · source
  • Stacey Beverley
    Investment Advisor · source

Frequently asked questions

Compass Financial Family Office is a multi family office based in Tampa, the United States, founded in 1961.

Compass Financial Family Office invests its own capital into companies.

Compass Financial Family Office invests in Real Estate & PropTech, Fintech and HealthTech.

Key people at Compass Financial Family Office include Jay L. Shein (Co-Chief Investment Officer and Strategist), Blair C. Shein (President and senior member of the investment committee) and Stacey Beverley (Investment Advisor).