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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

Ward & Associates

Multi family office in San Diego, United States, founded 1996; focus on software, healthtech and crypto.

Identity

HEADQUARTERS
San Diego, United States
FOUNDED
1996

Investment approach

Overview

This multi family office is based in San Diego, United States; it was founded in 1996. Listed sector interests include software, healthtech, crypto and real estate. 3 people are named on its team.

People

  • Diane Ward
    Founder · source
  • William T. Ward, Jr.
    Partner · source
  • Kevin A. Ward
    Partner, Chief Compliance Officer · source

Frequently asked questions

Ward & Associates is a multi family office based in San Diego, the United States, founded in 1996.

Ward & Associates does not publicly state whether it puts its own money into companies or invests through funds.

Ward & Associates invests in Software & SaaS, HealthTech, Crypto & Web3 and Real Estate & PropTech.

Key people at Ward & Associates include Diane Ward (Founder), William T. Ward, Jr. (Partner) and Kevin A. Ward (Partner, Chief Compliance Officer).