ShoreHaven Wealth Partners
Overview
ShoreHaven Wealth Partners is a wealth management firm that provides financial planning, consulting, and investment management services to high-net-worth individuals, multi-generational families, and business owners.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Stackwell | Aug 2022 | Seed | Co-investor |
Key People
CFP® Michael Lombardi
Founding Partner, Chief Planning Officer
CFA® Michael Durso
Founding Partner, CEO CIO
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is ShoreHaven Wealth Partners based?
ShoreHaven Wealth Partners is headquartered in Red Bank, New Jersey, United States.
When was ShoreHaven Wealth Partners founded?
ShoreHaven Wealth Partners was founded in 2020.
How many portfolio companies does ShoreHaven Wealth Partners have?
ShoreHaven Wealth Partners has 1 portfolio company in Caplight's dataset.
What are some companies in ShoreHaven Wealth Partners's portfolio?
Portfolio companies visible on Caplight include Stackwell.
What was ShoreHaven Wealth Partners's most recent investment shown here?
ShoreHaven Wealth Partners's most recent investment in this portfolio sample was in Stackwell in 2022.
What sectors does ShoreHaven Wealth Partners focus on?
ShoreHaven Wealth Partners focuses on FinTech.
What company stages does ShoreHaven Wealth Partners focus on?
ShoreHaven Wealth Partners typically invests at the Early stage.