Amount Raised
90
78
Amount Raised
Growth Score
-2 pts
Heat Score
-9 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
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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93817
Operose Advisors provides financial advisory in investment management, family office support, tax planning, and alternative investments.
- Nicholas Bauer: Founder and Managing Partner
About the Company
Operose Advisors develops customized investment strategies for individuals and institutions, covering asset allocation, portfolio oversight, and long-term financial planning. It delivers family office services that coordinate administrative, reporting, and legacy planning functions across multiple financial relationships. The firm also offers tax
advisory services designed to align tax strategies with broader financial objectives. In addition, it facilitates access to alternative asset classes such as private equity, real estate, and private credit to support portfolio diversification.
