Leo Wealth
Overview
Leo Wealth is a global wealth management and multi-family office firm that provides comprehensive financial planning, tax strategies, and investment management services to high-net-worth individuals, families, and institutions.
Investments
Key People
Harmen Overdijk
Co-Chief Executive Officer, Chief Investment Officer at Leo Capital Corp, Founding Partner
Evan Frost
Director
Coco Fang
Portfolio Manager (Asset Management)
Harjot Singh Gill
Junior Portfolio Manager, Wealth Associate
Jacob Friedland
Junior Portfolio Manager
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Leo Wealth based?
Leo Wealth is headquartered in Iselin, New Jersey, United States.
When was Leo Wealth founded?
Leo Wealth was founded in 2012.
How many portfolio companies does Leo Wealth have?
Leo Wealth has 2 portfolio companies in Caplight's dataset.
What are some companies in Leo Wealth's portfolio?
Portfolio companies visible on Caplight include Hoot, Hootsuite.
What was Leo Wealth's most recent investment shown here?
Leo Wealth's most recent investment in this portfolio sample was in Hoot in 2009.
What sectors does Leo Wealth focus on?
Leo Wealth focuses on Enterprise Software, FinTech, Real Estate & PropTech, Media, Entertainment & Gaming.
What company stages does Leo Wealth focus on?
Leo Wealth typically invests at the Early stage.
What is Leo Wealth's AUM?
Leo Wealth's assets under management are estimated between $127.1M and $127.1M.