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Bellwether Financial Group

Bellwether Financial Group

Newport Beach, Californiabellwetherfinancialgroup.com

Overview

Bellwether Financial Group is a private equity firm that invests in dynamic companies and iconic properties, with a focus on the marine, development, and SaaS technology sectors.

Year Founded

1997

Portfolio Companies

2

Investments

Bellwether Financial Group investments
CompanyDateStageLead
HRSoftJul 2018Series BLead
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Key People

Will Ueberroth

Principal

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Bellwether Financial Group based?

Bellwether Financial Group is headquartered in Newport Beach, California, United States.

When was Bellwether Financial Group founded?

Bellwether Financial Group was founded in 1997.

How many portfolio companies does Bellwether Financial Group have?

Bellwether Financial Group has 2 portfolio companies in Caplight's dataset.

What are some companies in Bellwether Financial Group's portfolio?

Portfolio companies visible on Caplight include HRSoft.

What was Bellwether Financial Group's most recent investment shown here?

Bellwether Financial Group's most recent investment in this portfolio sample was in HRSoft in 2018.

What sectors does Bellwether Financial Group focus on?

Bellwether Financial Group focuses on Enterprise Software, Frontier & Industrial Tech, Real Estate & PropTech, FinTech.

What company stages does Bellwether Financial Group focus on?

Stage focus information for Bellwether Financial Group is not publicly available.

Firmographic Details

HeadquartersNewport Beach, California
Year Founded1997

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