Savior Wealth
Overview
Savior Wealth is a private investment firm based in Waltham, Massachusetts, dedicated to assisting individuals and families in achieving their financial objectives. The firm offers a comprehensive suite of services, including lifetime financial planning, investment management, and relationship management, all tailored to meet the unique needs of each client. Their approach, known as the SW Process, emphasizes a holistic strategy to wealth management, addressing both investment and non-investment aspects of clients' financial lives. The firm's portfolio encompasses a diverse range of asset classes, such as fixed income, hedge funds, private equity, real estate, and venture capital. They engage in various investment stages, including seed, early stage, series A and B, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. With a geographical focus primarily on the United States, Savior Wealth serves clients across multiple industries, including financial services, investment management, wealth management, and more. Their investment sizes range from $1 million to $50 million, reflecting their capacity to support both emerging and established businesses in achieving their financial goals.
Investment Focus
- Focus on U.S.-based companies
- Interest in diverse industries including financial services, real estate, and technology
- Preference for companies at various stages of development, from seed to late stage
Reach Savior Wealth 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 Savior Wealth
What sectors does Savior Wealth invest in?
Savior Wealth invests in Financial Services, Real Estate, Infrastructure, Wealth Management, Investment Management and Private Equity, and is based in Wellesley Hills, United States. Savior Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Savior Wealth invest at?
Savior Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Savior Wealth invest in?
Savior Wealth invests across United States.
Who are the partners at Savior Wealth?
Team members listed for Savior Wealth include Todd Ingwersen (Founder - Chief Investment Officer) and Sandy Capobianco (Chief Compliance Officer).
How do I contact Savior Wealth?
Savior Wealth'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
