Fortage Capital Advisors, based in Bloomfield Hills, Michigan, is an investment firm specializing in comprehensive wealth management services. They provide tailored financial planning, including cash flow management, investment strategies, tax mitigation, legacy planning, credit solutions, insurance planning, and charitable giving advice. The company's approach focuses on understanding clients' unique financial needs and opportunities, empowering them to build and preserve their wealth while pursuing their life goals.
Triton Wealth
Private Equity Round in 2025
Triton Wealth is a financial services company specializing in wealth management and planning. It assists individuals in creating and implementing retirement strategies, providing personalized services that include investment management, tax mitigation, estate planning, and insurance solutions. The company's primary goal is to help clients achieve their financial objectives.
Stonebrook Private
Corporate Round in 2025
Stonebrook Private, established in 2023 and based in Northville, Michigan, is a wealth management firm specializing in investment management and wealth planning services. The company offers tailored investment advisory solutions to its clients, with the executive management team overseeing the management of assets.
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