GenTrust - Crunchbase Company Profile & Funding

Q: Where is GenTrust's headquarters?

GenTrust is located in Miami, Florida, United States.

Q: Who invested in GenTrust?

GenTrust is funded by Kudu Investment Management.

Q: When was the last funding round for GenTrust?

GenTrust closed its last funding round on obfuscated from a Corporate Round round.

Overview

GenTrust

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

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

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

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

About GenTrust

CB Rank

415350

GenTrust provides a comprehensive and flexible array of investment solutions to ultra high net worth individuals and family offices.

Founded

obfuscation

Private

Corporate Round

Miami, Florida, United States

11-50

www.gentrustwm.com/

Consulting

Financial Services

Wealth Management

Funding Rounds

Corporate Round

OBF

obfuscation

Key People

Claire Carter: Chief Financial Officer
Zulay Hunter: Chief Operating Officer and Chief Compliance Officer

Details

Legal Name

GenTrust, LLC.

Operating Status

Active

Number of Exits

obfuscation

Company Type

For Profit

Founders

George Perez

About the Company

GenTrust is an SEC Registered Investment Adviser that provides a full range of investment and wealth management services. The firm was founded in 2011 and currently manages over $1 billion in assets across all of its affiliates.

Investor Type

obfuscation

Phone Number

+1 305 677 6688

Contact Email

info@gentrustwm.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Financial Planning

Service to identify financial goals, plan for retirement, education, insurance, and debt management.

Asset Allocation Design

Customized design of investment portfolios based on client risk tolerance and financial goals.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round
obfuscated obfuscation	Corporate Round - GenTrust	1	obfuscated obfuscation	Kudu Investment Management	Corporate Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Kudu Investment Management	Yes	Corporate Round - GenTrust	—
Kudu Investment Management	Yes	Corporate Round - GenTrust	—
Kudu Investment Management	Yes	Corporate Round - GenTrust	—
Kudu Investment Management	Yes	Corporate Round - GenTrust	—
Kudu Investment Management	Yes	Corporate Round - GenTrust	—

Investments

Investment Breakdown

Diversity Investments

Number of Funds

Number of Investments

Number of Exits

obfuscation

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation

Investment Breakdown

Number of Funds

Number of Investments

Number of Exits

obfuscation

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation
obfuscated obfuscation	The Players' Tribune	No	Series C - The Players' Tribune	obfuscated obfuscation