Illuminate Financial Group
Status
ACTIVE
Global HQ
New York, United States
Countries of investment
- USA
- Canada
Investment stages
- Seed
Industries
- Fintech
- AI
- Health Tech
- Blockchain
About
Illuminate Financial Group is a premier financial advisory firm dedicated to empowering clients in achieving their financial aspirations. Our holistic approach integrates comprehensive investment strategies with personalized financial planning, ensuring that each client receives tailored solutions to suit their unique needs. In addition to expert equity recommendations, we offer a wide range of services including risk management through life insurance and retirement planning, all designed to foster long-term financial stability and growth. At Illuminate Financial Group, we prioritize client relationships, providing ongoing support and insights to help navigate the complexities of today’s financial landscape.
Illuminate Financial Group is a premier financial advisory firm dedicated to empowering clients in achieving their financial aspirations. Our holistic approach integrates comprehensive investment strategies with personalized financial planning, ensuring that each client receives tailored solutions to suit their unique needs. In addition to expert equity recommendations, we offer a wide range of services including risk management through life insurance and retirement planning, all designed to foster long-term financial stability and growth. At Illuminate Financial Group, we prioritize client relationships, providing ongoing support and insights to help navigate the complexities of today’s financial landscape.
Investment Thesis
Illuminate Financial Group is committed to solutions for your success, offering advice and support throughout lifes milestones with a holistic approach to investment and financial services.
Manager's Experience
Bringing extensive expertise in venture capital, the fund manager has successfully navigated investments across technology and healthcare sectors, primarily in North America and Europe. With a track record of over 30 deals, their strategic approach emphasizes operator-first principles, ensuring alignment with entrepreneurial vision. The manager's thematic focus on digital transformation and sustainable solutions has led to several notable exits, showcasing a keen ability to capitalize on emerging trends. Their commitment to a data-driven investment style further enhances portfolio performance and risk management.
Team
Scott Cavey
Kirby Mcdonald
Christina Koenig
Chris Farris
Brian Farris