Founded in 2015 by former private wealth advisors from Merrill Lynch, Intellectus Partners is an independent, SEC-registered investment advisory firm. The company provides comprehensive wealth management services tailored to the unique needs of high-net-worth individuals and families within the technology and venture capital ecosystems. Their mission is to offer institutional-quality investment opportunities, holistic financial planning, and a high-touch, client-centric service model that aligns with the fast-paced nature of the innovation economy.

Founded in

United States