Embree Financial Group
Overview
Embree Financial Group is an independent investment advisory firm based in Chicago, Illinois, providing comprehensive financial planning and wealth management services to a diverse clientele across the United States. Founded in 1995, the firm has built a reputation for its client-centric approach, emphasizing trust, transparency, and teamwork in all client relationships. Their services include retirement planning, investment strategies, asset and tax management, risk management, insurance strategies, education funding, legacy planning, and trusts. The firm manages over $2 billion in assets and serves more than 400 individual clients and 80 corporate or institutional clients. Their team comprises professionals with various certifications, including CFP®, CIMA®, and CDFA®, as well as MBAs and JDs, ensuring a high level of expertise and personalized service. Embree Financial Group's commitment to fiduciary responsibility and personalized financial advice has led to enduring client relationships and a strong track record of client satisfaction. Their collaborative approach ensures that each client receives a fully customized strategy tailored to their specific resources and unique goals, reflecting the firm's dedication to helping clients achieve their full wealth potential. The firm's core values of trust, transparency, and teamwork are integral to their operations, fostering long-term relationships and a high client retention rate. With a team of experienced professionals and a client-focused service model, Embree Financial Group continues to provide comprehensive financial solutions to individuals and institutions nationwide.
Investment Focus
- Preference for investments in growth, late-stage, pre-IPO, and buyout opportunities
- Focus on sectors such as financial services, healthcare, technology, consumer goods, energy, real estate, manufacturing, retail, telecommunications, media, transportation, utilities, education, agriculture, and construction
- Geographical focus on the United States
Portfolio Companies
Reach Embree Financial Group 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 Embree Financial Group
What sectors does Embree Financial Group invest in?
Embree Financial Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chicago, United States. Embree Financial Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Embree Financial Group invest at?
Embree Financial Group backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Embree Financial Group invest in?
Embree Financial Group invests across United States.
Who are the partners at Embree Financial Group?
Team members listed for Embree Financial Group include Paul Embree (President & CEO) and Michael Peart (Partner).
What companies has Embree Financial Group invested in?
Embree Financial Group's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Pfizer and Google.
How do I contact Embree Financial Group?
Embree Financial Group'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
