Investor directory

Slate Hill Partners

Slate Hill Partners is a private equity firm based in Dallas, Texas, founded in 2020. The firm primarily focuses on investments in financial services companies, offering independent wealth management firms permanent capital to support their growth and sustainability. As an investment firm and a holding company backed by a single family office, Slate Hill Partners aims to foster long-term value creation in its portfolio companies within the financial sector.
https://slatehillpartners.com
https://crunchbase.com/organization/slate-hill-partners
https://linkedin.com/company/slate-hill-partners
https://pitchbook.com/profiles/investor/519248-35

Joe Valdman

Managing Partner

1 past transactions

XO Wealth Management

Venture Round in 2023
XO Wealth Management is a financial services provider that specializes in consulting for business owners, corporate executives, and money managers. The firm offers a range of investment options, including alternative investments such as hedge funds, private equity, and private real estate. In addition to investment services, XO Wealth Management provides comprehensive financial planning and risk management solutions, aimed at helping clients make informed financial decisions and reach their financial objectives. Through its tailored approach, the company seeks to enhance the overall financial well-being of its clients.
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