Social engagement
Social engagement: 1.2K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
1 investor on record.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 1 | 100% |
Recent activity
25 Mar 2026
Recognition
24 Mar 2026
Leadership hire
Senior Wealth Management Advisor
5 Nov 2025
Leadership hire
Executive Assistant