WealthPlan Investment Management
Overview
WealthPlan Investment Management is a private investment firm based in Omaha, Nebraska, offering comprehensive financial advisory services. The firm specializes in managing a diverse portfolio that includes fixed income, private equity, real estate, and venture capital investments. Their focus is on delivering tailored investment solutions to meet the unique needs of their clients. The firm's investment strategy emphasizes a diversified approach, targeting various asset classes to optimize returns and manage risk. They engage in investments across multiple stages, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This broad strategy allows them to adapt to different market conditions and capitalize on a wide range of opportunities. WealthPlan Investment Management is committed to providing personalized financial planning and investment management services. Their team of experienced professionals works closely with clients to develop strategies that align with their financial goals and objectives, ensuring a comprehensive and client-centric approach to wealth management.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach WealthPlan Investment Management 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 WealthPlan Investment Management
What sectors does WealthPlan Investment Management invest in?
WealthPlan Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Nebraska, United States. WealthPlan Investment Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does WealthPlan Investment Management invest at?
WealthPlan Investment Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does WealthPlan Investment Management invest in?
WealthPlan Investment Management invests across United States.
What companies has WealthPlan Investment Management invested in?
WealthPlan Investment Management's portfolio includes ABC Technologies, XYZ Healthcare, GHI Media, MNO Transportation, LMN Real Estate, RST Energy, EFG Consumer Goods and HIJ Technology.
Last updated · Source: ConnectSafely investor database
