Money moves in silence. Download 2025 State of Venture Report: a data-driven analysis of active funds, unicorn, and family offices
About usSign in

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.
Min check size
$100K
Max check size
$2M
Fund size
NPS

Investment Thesis

They provide financial planning and advisory services for individuals and businesses.
Lead investor
Co Invest
Number of exits
Preferred contact method

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.
Fund number
Vintage Year
Net Internal Rate of Return
Investment Multiple
Capital Allocation
Management Fee
Carried Interest
AUM
Follow-on Investments
Graduation Rate
Write-Off Ratio
Last profile update timestamp