Ameriprise Financial
Overview
Ameriprise Financial is a diversified financial services company that provides financial planning, wealth management, asset management, insurance, and brokerage services to individual and institutional clients.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Seismic | Aug 2021 | Series G | Co-investor |
| Apnimed | Mar 2021 | Series B | - |
| CommonBond | Mar 2018 | Series D | - |
Key People
CFP® Ryan F. Callahan
Financial Advisor, Co-Founder
Anita Stephens
Private Wealth Advisor & Managing Partner
APMA Walker Heagney
Financial Advisor, Managing Partner
APMA® Angela Dax
Private Wealth Advisor, Managing Partner
APMA™ Gregory Manto
Managing Partner
Bethany Davis
Financial Advisor Managing Partner
Bret Johnson
Managing Partner Financial Advisor
CDFA™ Jeffrey Blum
Financial Advisor, Managing Partner
CFA® Mark Jones
Private Wealth Advisor & Managing Partner
CFP® Ben Russell
Private Wealth Advisor Managing Partner
CFP® Dustin LeRay
Financial Advisor Managing Partner, Financial Advisor
CFP® Henry D. Davidson
Private Wealth Advisor Managing Partner
CFP® Kevin T. Lentini
Financial Advisor - Managing Partner
CFP® Michael Metzger
Managing Partner, Private Wealth Advisor
CFP® Navneet Pahal
Private Wealth Advisor, Managing Partner
Chad K. Petersen
Financial Advisor Managing Partner, Financial Advisor
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Ameriprise Financial based?
Ameriprise Financial is headquartered in Minneapolis, Minnesota, United States.
When was Ameriprise Financial founded?
Ameriprise Financial was founded in 1894.
How many portfolio companies does Ameriprise Financial have?
Ameriprise Financial has 3 portfolio companies in Caplight's dataset.
What are some companies in Ameriprise Financial's portfolio?
Recent investments visible on Caplight include Seismic, Apnimed, Seismic, CommonBond.
What was Ameriprise Financial's most recent investment?
Ameriprise Financial's most recent investment on Caplight was in Seismic in 2021.
What sectors does Ameriprise Financial focus on?
Ameriprise Financial focuses on Healthcare & Life Sciences, FinTech, Enterprise Software, AI, Data & Cloud Infrastructure, Energy & Sustainability.
What company stages does Ameriprise Financial focus on?
Ameriprise Financial typically invests at the Late stage.
What is Ameriprise Financial's AUM?
Ameriprise Financial's assets under management are estimated at over $100.0B.