Ategenos Capital - Crunchbase Company Profile & Funding

Overview

Ategenos Capital

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Ategenos Capital

CB Rank

1979038

Ategenos Capital is a financial services company that specializes in investment and advisory services.

Founded

obfuscation

Private

Berwyn, Pennsylvania, United States

11-50

ategenoscapital.com

Advice

Consulting

Financial Services

Wealth Management

Key People

Jason B. Moore: Founder, CEO and CCO
Past Role: Brinker Capital, Chief Administrative Officer

Details

Legal Name

Ategenos Capital LLC.

Operating Status

Active

Company Type

For Profit

Founders

Jason B. Moore

Phone Number

+1 800 461 3205

Contact Email

info@ategenoscapital.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Ategenos Wealth Platform

A platform providing investment solutions, advisor support, and technology for financial advisors, including portfolio management, client service, and tax management.

Ategenos Private Wealth

Custom-tailored investment portfolios for high-net-worth individuals, offering ongoing portfolio and relationship management support.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Employee Profiles

Contacts

Employee Profiles

Jason B. Moore Founder, CEO and CCO

News

News and Press

News•

Nov 24, 2025

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News•

Jul 22, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$233.2K

This year,

Ategenos Capital

is projected to spend

$233.2K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
ISM	90
iPhone	87
Inventory Management	82

Active Website Tech Count

Ategenos Capital

is actively using

technologies for its website, according to BuiltWith. These include

DNSSEC

SPF

, and

IPv6

Total IP

Ategenos Capital

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Wealth Management Companies With Less Than $10M in Revenue (Top 10K)

9,689 Number of Organizations • $6.6B Total Funding Amount • 1,790 Number of Investors

Berwyn Companies

205 Number of Organizations • $4.8B Total Funding Amount • 73 Number of Investors

Pennsylvania Wealth Management Companies

646 Number of Organizations • $2.1B Total Funding Amount • 20 Number of Investors

Wealth Management Companies With More Than 10 Employees (Top 10K)

9,918 Number of Organizations • $236.5B Total Funding Amount • 3,274 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Ategenos Capital

's headquarters?

Ategenos Capital

is located in

Berwyn, Pennsylvania, United States