Shorehaven Wealth Partners
Founded in 2020, Shorehaven Wealth Partners is an independent wealth management firm based in Red Bank, New Jersey. It specializes in serving a select group of affluent multigenerational families and high-net-worth individuals, predominantly family-owned businesses. The firm offers comprehensive advisory services, including financial planning, consulting, and investment management.
1 past transactions
Stackwell
Seed Round in 2022
Stackwell is a fintech company dedicated to closing the racial wealth gap in America. It offers a digital investment platform tailored for the Black community, providing automated portfolio construction, educational content, and partnerships with various institutions to empower users with financial tools and guidance for long-term wealth building.
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