13o3

Company

Investment-firm

Last deal

$113.99M

Amount

Debt Financing

Stage

19.12.2022

Date

2

all rounds

$226.89M

Total amount

Financing round

General

About Company
13o3 is a boutique investment firm that provides bespoke solutions to complex and sophisticated business challenges.

Industry

Sector :

Subsector :

Keywords :

founded date

13.12.2013

Number of employees

Company Type

For Profit

Last funding type

Debt Financing

IPO status

Private

Description

The company was launched in 2013 and has since deployed $1 billion in assets. Its elite team of experienced consultants specializes in wealth management, strategic planning, and investment advisory services. 13o3 prides itself on exclusivity and discretion, catering only to discerning clientele. Its approach to wealth management is customized to each client's unique needs, and its strategic planning services cover topics such as succession planning, mergers and acquisitions, and capital raising. The company's team of experts provides insightful analyses and recommendations to ensure the highest level of investment advice and guidance.
Contacts

location

Contact Email

Website URL

Social url

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Financials

Funding Rounds
2
2

Number of Funding Rounds

$226.89M

Money Raised

Their latest funding was raised on 19.12.2022. Their latest investor JP Morgan. Their latest round Debt Financing

Date 
Funding Round 
Investors 
Money Raised 
Lead 
19.12.2022
1
$113.99M
04.07.2020
1
$112.9M
Investments
2
Date 
name 
Lead 
type 
Raised 
01.03.2023
No
$10M
18.08.2015
No
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Activity

Recent News
0