Wealth Management For Private Companies

Building Value for Private Companies, Employees and Shareholders

At Wisehaupt Bray, we are involved in the private equity space. We work with shareholders who desire liquidity of their privately held stock. The private market for these shares can be complex and difficult to navigate. We have considerable experience working within the space.

We also work with private companies who are looking to raise their next round of financing. Through our work in the space, we have interacted with institutional investors who actively seek out investments in the rapidly growing private space. We help management teams plan their next raise and connect them with investors who may be a good fit for their business.

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Learn more about our financial planning and investment services.

Align Your Wealth with Your Values

Experience financial guidance rooted in principles that align with your beliefs and goals. Connect with us to explore how we can support your objectives and help you make a meaningful impact.

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