Napatree Capital - Crunchbase Company Profile & Funding

Overview

Napatree Capital

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

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

About Napatree Capital

CB Rank

640608

Napatree Capital is an investment management firm specialized in wealth advisory and asset allocation services.

Acquired by

BFS

Founded

obfuscation

Private

Providence, Rhode Island, United States

1-10

napatreecapital.com/

Advice

Finance

Financial Services

Wealth Management

Key People

Jim Maynard: Co-Founder & Partner
Jeff Liguori: Managing Director, Chief Investment Officer

Details

Legal Name

Napatree Capital, LLC.

Operating Status

Active

Company Type

For Profit

Founders

Jeff Liguori, Jim Maynard

About the Company

Napatree Capital is an investment management firm specialized in wealth advisory and asset allocation services.

Phone Number

401-868-1115

Contact Email

info@napatreecapital.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Proprietary Investment Strategies

Investment strategies developed and managed internally, focusing on disciplined asset allocation and risk management to align with client financial goals.

Strategic Asset Allocation

A long-term investment approach that allocates assets across various categories with periodic rebalancing to maintain target allocations and manage risk.