Arax Advisory Partners
Overview
Arax Advisory Partners is a privately owned, independent Registered Investment Advisor specializing in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations. The firm offers a comprehensive suite of services, including comprehensive wealth planning, investment management, legacy and estate planning, tax and risk awareness, philanthropy and family office services, and business succession planning. Their approach combines the personal attention of boutique advisory firms with the reach and resources of a connected partnership, enabling financial advisors to deliver deeply personal service supported by a partnership committed to continually enhancing how they serve clients. Arax Advisory Partners is headquartered in Denver, Colorado, with offices across the United States. The firm has been recognized for its growth and industry positioning, including the acquisition of Summit Wealth Strategies in August 2025, which added $1 billion in assets under management and expanded their Midwest presence. This acquisition reinforces Arax's commitment to providing personalized, multigenerational financial planning to individuals, families, and business owners. The firm's mission is to honor the trust clients place in them and uphold an unwavering commitment to exceptional outcomes, helping families and institutions align their wealth with their values to create lasting impact and a legacy that endures.
Investment Focus
- High-net-worth individuals
- Businesses
- Foundations
Portfolio Companies
Reach Arax Advisory Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Arax Advisory Partners
What sectors does Arax Advisory Partners invest in?
Arax Advisory Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in 11th Floor New York, United States. Arax Advisory Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does Arax Advisory Partners invest at?
Arax Advisory Partners backs companies at Early Stage, Growth, Late Stage, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Arax Advisory Partners invest in?
Arax Advisory Partners invests across United States.
What companies has Arax Advisory Partners invested in?
Arax Advisory Partners's portfolio includes Summit Wealth Strategies.
How do I contact Arax Advisory Partners?
Arax Advisory Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
