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The majority of investment opportunities on the WealthVP platform are companies raising funds, and these can range from early-stage, seed raises to Series A raises. (We define seed as companies incurring between $1-3M in annual revenue and raising around $2-5M, and Series A as companies raising $5-20M who are likely already backed by venture capital.)

We also recently launched a real estate vertical consisting of commercial real estate offerings across multiple asset types – multifamily, retail, office and more. 

At WealthVP, we’re dedicated to supporting founders from all backgrounds and industries because we believe that groundbreaking ideas come in many forms and all deserve a chance to thrive.

At a minimum, we seek companies that are in revenue and actively raising capital, typically for at least 18 months of their expenses. In our sales conversations with founders, we also look for leadership and executives who have substantial industry experience and qualifications.

Additionally, we are working to integrate technology that includes an AI review feature to ensure that all companies are legitimate – searching for a website, business filing, and other qualifiers that prevent fraud.

Yes, at WealthVP, the security of your data is our top priority. We have implemented robust security measures to ensure that both your personal information and company data are protected. For further information, please visit our Privacy Policy.

No. We value our investors’ limited time and have intentionally set up our request process and messages center to limit the number of inquiries you will receive. When a company is interested in connecting with you, you have the ability to accept or deny their request, ensuring you maintain an optimal network.

No, WealthVP is not registered with the SEC, and we are not a broker dealer, so we do not make investment recommendations, take fees or commissions.