Regal Wealth Management
Overview
Regal Wealth Management is a privately-held SEC Registered Investment Advisory firm based in New York City, specializing in comprehensive financial planning and investment management services for individuals and families with complex financial needs. The firm offers personalized, fee-only financial services, focusing on delivering tailored solutions to meet the unique objectives of each client. Regal Wealth Management is committed to providing high-quality, client-centric services that prioritize the financial well-being and success of its clients. In May 2020, Regal Wealth Management partnered with Merchant Investment Management, a private partnership providing growth capital and strategic direction to independent financial services companies. This partnership enabled Regal to enhance its service offerings and expand its capabilities in delivering personalized financial solutions. The collaboration with Merchant Investment Management has been instrumental in Regal's growth and ability to serve a diverse clientele effectively. Since its inception, Regal Wealth Management has been recognized for its dedication to client success and its ability to navigate complex financial landscapes. The firm's strategic partnerships and commitment to excellence have positioned it as a trusted advisor for individuals and families seeking comprehensive financial planning and investment management services. Regal Wealth Management continues to build on its strong foundation, focusing on delivering value and achieving financial success for its clients.
Investment Focus
- Focus on private equity and venture capital opportunities
- Preference for investments in healthcare, technology, consumer products, business services, and financial services sectors
- Geographical focus on the United States
- Targeting early-stage, growth, and late-stage investments
Portfolio Companies
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Frequently asked questions about Regal Wealth Management
What sectors does Regal Wealth Management invest in?
Regal Wealth Management invests in Financial Services, Technology, Healthcare, Business Services and Consumer Products, and is based in New York, United States. Regal Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Regal Wealth Management invest at?
Regal Wealth Management backs companies at Early Stage, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Regal Wealth Management invest in?
Regal Wealth Management invests across United States.
Who are the partners at Regal Wealth Management?
Team members listed for Regal Wealth Management include Jason Bell (Managing Director).
What companies has Regal Wealth Management invested in?
Regal Wealth Management's portfolio includes Healthcare Services Company A, Technology Startup B, Consumer Goods Brand C, Business Services Provider D and Financial Services Firm E.
How do I contact Regal Wealth Management?
Regal Wealth Management's contact details — including 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
