Advanced Financial Planning Services Inc
Status
INACTIVE
Global HQ
Cedar City, United States
Countries of investment
- USA
Investment stages
- Wealth Management
Industries
- Fintech
- PropTech
- Blockchain
- HR Tech
About
Advanced Financial Planning, LLC is a Cedar City, UT-based advisory firm focused on personal financial strategies. They help families and individuals grow wealth with tailored planning, risk protection, and attentive service.
Advanced Financial Planning, LLC is a Cedar City, UT-based advisory firm focused on personal financial strategies. They help families and individuals grow wealth with tailored planning, risk protection, and attentive service.
Investment Thesis
They provide financial planning and advisory services for individuals and businesses.
Manager's Experience
Top-tier fund focused on growth-stage technology investments across North America and Europe. Managed over $1 billion across 30+ deals, with notable exits including two IPOs in the SaaS sector. Employs a contrarian investment style, emphasizing market inefficiencies and strong operational involvement. Recognized for robust portfolio management and high founder alignment.