CWA Advisors
Overview
CWA Advisors is a Boston-based wealth management firm with $7 billion AUM, serving high-net-worth families across 6 US locations. The firm combines personalized financial planning with diversified private markets exposure—investing across private equity, venture capital, and real estate—with typical check sizes of $1M–$50M. CWA emphasizes tailored strategies that adapt to evolving client needs while leveraging sophisticated tools and deep sector expertise.
Investment Focus
- High-net-worth individuals and families seeking comprehensive financial planning and investment management services
Portfolio Companies
Get the full list of 54,000+ investors
CWA Advisors and every other firm and angel in the database — as one spreadsheet you keep.
$19one-time payment · no subscription- All 54,000+ investors — VC firms, private equity, family offices and angels
- The key person to contact at each one, with their job title
- Their work email address
- Their phone number
- Their LinkedIn profile
- Delivered as a single .xlsx file — download it as many times as you like
Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.
Frequently asked questions about CWA Advisors
What sectors does CWA Advisors invest in?
CWA Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Massachusetts, United States. CWA Advisors is listed as a family office in the ConnectSafely investor database.
What stage does CWA Advisors invest at?
CWA Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does CWA Advisors invest in?
CWA Advisors invests across United States.
What companies has CWA Advisors invested in?
CWA Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Stripe, Robinhood and Uber.
Last updated · Source: ConnectSafely investor database
