Aegis Wealth Management LLC
Status
ACTIVE
Global HQ
Bethesda, United States
Countries of investment
- USA
Investment stages
- Wealth Management
Industries
- Fintech
- Blockchain
- AI
- Data Science
About
Aegis Wealth is a fiduciary boutique firm delivering holistic wealth management for business owners, professionals, and families. Their multi-disciplinary team designs long-term financial plans and portfolio strategies tailored to each client.
Aegis Wealth is a fiduciary boutique firm delivering holistic wealth management for business owners, professionals, and families. Their multi-disciplinary team designs long-term financial plans and portfolio strategies tailored to each client.
Investment Thesis
They are an experienced and caring team of wealth professionals that thrive on helping clients untangle their financial challenges to achieve their wealth goals. Passionate about integrating financial parts into a Theyllmanaged whole.
Manager's Experience
Top-tier fund specializing in growth-stage technology investments across North America and Europe. Managed over 15 deals, with notable exits including two successful IPOs. Emphasizes a contrarian investment style, targeting innovative companies with disruptive potential. Recognized for deep industry expertise and robust operational support for portfolio companies.
Team
Paul Meloan
Jean Hoff
Viveka Ryn
Mike Treanor
Andrea McClelland
Martin Isaac
Rachel Kim