date founded

Financing round

General

About Company
Truvvo offers tailored investment management and direct private investing to large families and institutions.

Industry

Sector :

Subsector :

founded date

01.01.2018

Number of employees

IPO status

Private

Description

Truvvo's open-architecture platform spans all asset classes, public and private, and offers customized solutions for its clients. The firm encourages collaboration and a peer-to-peer culture, and remains aligned with its families by investing alongside them and offering no proprietary products or fee-sharing agreements. Truvvo acts as an outsourced investment office for its clients, simplifying the complexity of wealth and providing strategic advice and planning.
Contacts

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M&A Details
1

Acquired by

Lazard Asset Management

announced date

01.03.2023

Financials

Co-Investors

People

Employee Profiles
2
Ilka Gregory

Ilka Gregory

Managing Director and Head of Client Relationships

Mackie Anderson

Senior associate

Activity

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