Clearwell Group
Status
ACTIVE
Global HQ
Tampa, United States
Countries of investment
- USA
Investment stages
- Seed
- Series A
- Series B
- Series C
Industries
- Health Tech
- PropTech
- Fintech
- Sustainable Energy
- Media
- Entertainment
- AI
- Biotechnology
About
Clearwell Group is a distinguished family office investment advisory firm dedicated to cultivating a lasting legacy for its clients. With a comprehensive suite of services, including investment management, estate planning, philanthropic advisory, and family business consulting, the firm expertly navigates the complexities of wealth preservation and growth. Clearwell Group invests in a diverse array of public securities and private opportunities, ensuring tailored strategies that align with each family's unique values and goals. Committed to fostering long-term relationships, Clearwell Group empowers families to make informed decisions that not only enhance their financial well-being but also contribute positively to their communities.
Clearwell Group is a distinguished family office investment advisory firm dedicated to cultivating a lasting legacy for its clients. With a comprehensive suite of services, including investment management, estate planning, philanthropic advisory, and family business consulting, the firm expertly navigates the complexities of wealth preservation and growth. Clearwell Group invests in a diverse array of public securities and private opportunities, ensuring tailored strategies that align with each family's unique values and goals. Committed to fostering long-term relationships, Clearwell Group empowers families to make informed decisions that not only enhance their financial well-being but also contribute positively to their communities.
Investment Thesis
They Facilitate strong family culture through investment management, estate planning, philanthropic advisory, and family business consulting.
Manager's Experience
With extensive experience in private equity and venture capital, the fund manager has successfully led over 25 deals across technology, healthcare, and consumer sectors. Active primarily in North America and Europe, their strategic style emphasizes a data-driven approach, allowing for informed decision-making and effective risk management. Notably, they have achieved several high-profile exits, showcasing their ability to identify and scale promising businesses. This operator-first mindset ensures that portfolio companies receive the necessary guidance and resources for sustained growth and innovation.
Team
Tyler Franz
Ryan Cortner
Mary Bruder