Multi Family OfficePuts its own capital into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
My-CIO Wealth Partners
Multi family office in Philadelphia, United States, founded 2005; focus on climate and fintech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Philadelphia, United States
- FOUNDED
- 2005
Investment approach
- SECTORS
- Climate & EnergyFintech
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Philadelphia, United States; it was founded in 2005. Listed sector interests include climate and fintech. It invests directly in companies; 1 person is named on its team.
People
- David E. LeesFounder and Senior Partner · source
Frequently asked questions
My-CIO Wealth Partners is a multi family office based in Philadelphia, the United States, founded in 2005.
My-CIO Wealth Partners invests its own capital into companies.
My-CIO Wealth Partners invests in Climate & Energy and Fintech.
Key people at My-CIO Wealth Partners include David E. Lees (Founder and Senior Partner).