Access Financial Services
Status
INACTIVE
Global HQ
Minnesota, United States
Countries of investment
- USA
Investment stages
- Wealth Management
Industries
- Fintech
- Insurance
- PropTech
- MarTech
About
Access Financial Services provides financial planning, investment management, longterm care insurance, and risk management services.
Access Financial Services provides financial planning, investment management, longterm care insurance, and risk management services.
Investment Thesis
Access Financial Services investment thesis emphasizes creating customized, diversified portfolios that balance growth with risk management. The firm focuses on longterm wealth preservation and sustainable growth, utilizing strategies that align with clients’ financial objectives. Access Financial Services prioritizes a comprehensive approach to financial planning, ensuring that investment strategies complement broader financial goals such as retirement and estate planning.
Manager's Experience
Top-tier fund specializing in mid-stage technology investments across North America. Managed over 15 deals with a focus on software and digital services, achieving notable exits through strategic acquisitions. Emphasizes a contrarian investment style, identifying overlooked opportunities. Recognized for its strong operational expertise and founder partnerships.
Portfolio
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