CLEARWELL GROUP

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Clearwell Group they provide services for investment management, estate planning, philanthropic advisory, and family business consulting.

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CLEARWELL GROUP

Social Links:

Industry:
Financial Services Service Industry Wealth Management

Founded:
2009-01-01

Status:
Active

Contact:
(813) 435-5600

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

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Ryan Cortner
Ryan Cortner Principal @ Clearwell Group
Principal

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Doug Free
Doug Free Managing Partner @ Clearwell Group
Managing Partner

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Danny Rohrdanz
Danny Rohrdanz Platform Associate @ Clearwell Group
Platform Associate
2017-01-01

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Mary Bruder
Mary Bruder Office Manager @ Clearwell Group
Office Manager

Founder


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Doug Free

Investments List

Date Company Article Money raised
2019-09-25 Advanced Drying Systems Clearwell Group investment in Venture Round - Advanced Drying Systems N/A
2015-10-07 CareSync Clearwell Group investment in Series B - CareSync 18 M USD
2014-10-21 CareSync Clearwell Group investment in Series A - CareSync 4.25 M USD
2014-02-10 First Aid Shot Therapy Clearwell Group investment in Series B - First Aid Shot Therapy 7 M USD

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