Zhang Financial
Multi family office in Portage, United States, founded 1991; estimated AUM $7.2B; focus on fintech and healthtech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Portage, United States
- OFFICES
- Ada, MI, United States
- FOUNDED
- 1991
- AUM
- ~$7.2B (2026, press estimate)
Investment approach
- SECTORS
- FintechHealthTech
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Portage, United States; it was founded in 1991. Its assets under management are estimated at $7.2B (2026); listed sector interests include fintech and healthtech. Other offices: Ada, MI, United States; it invests directly in companies; 3 people are named on its team.
People
- Charles ZhangFounder and President · source
- Lynn Chen-ZhangCEO · source
- Alex ZhangSenior Vice President · source
Frequently asked questions
Zhang Financial is a multi family office based in Portage, the United States, founded in 1991.
Zhang Financial invests its own capital into companies.
Zhang Financial invests in Fintech and HealthTech.
Key people at Zhang Financial include Charles Zhang (Founder and President), Lynn Chen-Zhang (CEO) and Alex Zhang (Senior Vice President).