Amount Raised
33
49
Amount Raised
Growth Score
0 pts
Heat Score
11 pts
Company Performance Metrics
Score
Trend
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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
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Intersect Ventures is the venture arm of global wealth management firm Intersect Capital.
- Dave Shiell: Founder
Michael Fitzsimmons: PartnerPast Role: Delivery Agent, Founder & Chief Executive Officer
About the Company
Intersect Capital specializes in servicing the financial planning needs of business owners, entrepreneurs, athletes, and entertainers. It was created to facilitate an innovative combination of tools and resources designed to find new harmonies and possibilities in life. It provides the expertise, range, and depth of service that typical financial
planning and family office doesn’t deliver. Its range of specialization in wealth management and administration, tax and estate planning, risk management, and concierge-style services is unique in the marketplace.
The firm was founded in 1997 and is based in San Ramon, California.
