Cantata Wealth
Overview
Cantata Wealth is a fee-only Registered Investment Advisor offering wealth management and investment advisory services. The firm focuses on providing integrated financial planning and discretionary investment management, emphasizing active listening to reduce financial complexity and foster environments where clients and advisors can thrive. With offices in San Francisco, Miami, and Raleigh, Cantata Wealth serves individuals, families, foundations, endowments, and business owners, aiming to deliver compelling returns while aligning with clients' values and goals.
Investment Focus
- Minimum investable assets of $1,000,000
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Cantata Wealth
What sectors does Cantata Wealth invest in?
Cantata Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Cantata Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Cantata Wealth invest at?
Cantata Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Cantata Wealth invest in?
Cantata Wealth invests across United States.
Who are the partners at Cantata Wealth?
Team members listed for Cantata Wealth include Christina Kramlich Bowie (Co-Founder and Senior Advisor) and Jeffrey Bechtel (Co-Founder and Advisory Board Member).
What companies has Cantata Wealth invested in?
Cantata Wealth's portfolio includes SpaceX, Airbnb, Stripe, Robinhood, Uber, Snap Inc., Square and Dropbox.
How do I contact Cantata Wealth?
Cantata Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
