Endowment Wealth Management
Multi family office in Appleton, United States, founded 1996; focus on fintech, real estate and AI.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Appleton, United States
- OFFICES
- Green Bay, WI · Chicago, IL · Hilton Head Island, SC
- FOUNDED
- 1996
Investment approach
- ROUTES
- Companies (own capital)
Overview
Headquartered in Appleton, United States, the firm is listed as a multi family office founded in 1996. Sectors on record are fintech, real estate and AI. Other offices: Green Bay, WI; Chicago, IL; Hilton Head Island, SC; it invests directly in companies; 2 people are named on its team.
People
- Prateek MehrotraChief Investment Officer · source
- Robert L. RiedlFounder, President and CEO · source
Frequently asked questions
Endowment Wealth Management is a multi family office based in Appleton, the United States, founded in 1996.
Endowment Wealth Management invests its own capital into companies.
Endowment Wealth Management invests in Fintech, Real Estate & PropTech and Artificial Intelligence.
Key people at Endowment Wealth Management include Robert L. Riedl (Founder, President and CEO) and Prateek Mehrotra (Chief Investment Officer).