OVERTURE WEALTH
Overture Wealth provides the capital market planning services to publicly listed companies,including merger and acquisition, additional shares issuance, stock option incentive plan and investor relations management, etc. Founded in 2009, Overture Wealth is one of the earliest professional wealth management companies in China, established by members from investment bank and public funds. After a decade’s development, Overture Wealth has grown into one of the most active institutional investors... in private equity market of China, operating in five business segments, including a private equity market FOF, a securities market FOF, direct deal investments, financial consulting for publicly listed companies, etc. In addition, Overture wealth has begun tapping into US markets through in-depth collaboration with Silicon Valley Future Academy, so as to invest from a global perspective. Supported by professional accumulation, foresighted vision and in-depth investigation, Overture Wealth strive to explore the best team and super excellent investment opportunities in the market (including private equity market and securities market). Meanwhile, Overture Wealth is committed to assemble a full range of capabilities and synergies across the capital market, create greater value for our high-net-worth clients, partners of VC/PE and publicly listed companies. In the past ten years, Overture Wealth has served more than 1000 high-net-worth clients, invested more than 30 well-known VC/PE funds with over 600 portfolio companies, built a resource network of over 100 publicly listed companies.
OVERTURE WEALTH
Industry:
Financial Services
Founded:
2009-01-01
Status:
Active
Technology used in webpage:
Euro IIS Sectigo SSL Sectigo Domain SSL IIS 8 Classic ASP Alibaba HiChina DNS Amap
Current Employees Featured
Founder
Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2018-11-27 | Majorsec | Overture Wealth investment in Series A - Majorsec | 2.88 M USD |
More informations about "Overture Wealth"
Overture Wealth Management - Flat Fee Fiduciary CFP …
Financial life simplification. Expert investment management and care. Exceptional client service. These are a few of the reasons why clients choose to partner with Overture for their wealth management needs. All delivered from a trusted …See details»
About Us - Overture Wealth Management LLC
In the six years leading up to founding Overture, Sean served as a Wealth Manager for a nationally recognized RIA in the Philadelphia area. Here, he worked closely with high-net- worth and ultra-high-net-worth families, offering strategic portfolio management, financial planning, …See details»
Overture Wealth - Crunchbase Investor Profile
Meanwhile, Overture Wealth is committed to assemble a full range of capabilities and synergies across the capital market, create greater value for our high-net …See details»
IAPD - Investment Adviser Public Disclosure - Homepage
OVERTURE WEALTH MANAGEMENT ( CRD # 333613 ) OVERTURE WEALTH MANAGEMENT, OVERTURE WEALTH MANAGEMENT LLC. View latest Form ADV filed Part 2 Brochures. The adviser's REGISTRATION status is listed below. REGISTRATION STATUS. …See details»
Disclosures - Overture Wealth Management LLC
Advisory services offered through Overture Wealth Management LLC, an investment adviser registered with the Commonwealth of Pennsylvania. Advisory services are only offered to clients or prospective clients where Overture Wealth Management LLC and its representatives are …See details»
Overture Wealth - Investments, Portfolio & Company Exits
Overture Wealth has invested in Majorsec on Nov 27, 2018. This investment - Series A - Majorsec - was valued at . obfuscated. obfuscated. How many investments has this organization made over time? Show . Which industries has this organization most actively invested in? Show . …See details»
Overture Wealth - Contacts, Employees, Board Members
Overture Wealth has 2 current employee profiles, including Chairman & Founder Samuel An. Contacts. Edit Contacts Section. We're working on getting contact data for Overture Wealth . Find more contact data in Search! Get started . Employee Profiles. Edit Employee Profiles Section.See details»
Overture Wealth - Investor Profile, Portfolio & Team - Tracxn
Jan 29, 2025 Overture Wealth - Private equity firm focused on multiple sectors. Portfolio of 48 companies. 1 investor has invested with Overture Wealth. Team has 6 members.See details»
Our Process - Overture Wealth Management LLC
At Overture Wealth Management, we follow a clear and structured process to ensure your financial goals are met with precision and care. Here’s what you can expect when working with us: 1. Introductory Meeting. In this initial meeting, we’ll take the time to understand your unique …See details»
Zhihua Ge - General Manager and Co-founder @ Overture Wealth ...
As the co-founder of Overture Wealth, Mr. Ge has served as the director of Marketing Department in Minsheng Royal Fund Management, the director of the Marketing planning department in Chang Sheng Fund Management. Mr. Ge has extensive experience in capital operation over …See details»
Overture Financial Beyond Consulting
Overture Financial is a global provider of institutional consulting services, infrastructure design, systems implementation and project management for sovereign wealth funds, central banks, social security systems and financial institutions. We go Beyond Consulting â„¢ by ...See details»
Overture Wealth investment portfolio | PitchBook
Overture Wealth's latest investment was on 27-Nov-2018 in Majorsec, a company within the Network Management Software industry. Data Transparency. Meet our data hygiene team. Discover how our experts ensure you’re getting the most accurate financial data in the industry.See details»
Overture Wealth - Overview, News & Competitors | ZoomInfo.com
Meanwhile, Overture Wealth is committed to assemble a full range of capabilities and synergies across the capital market, create greater value for our high-net-worth clients, partners of VC/PE and publicly listed companies. In the past ten years, Overture Wealth has served more than …See details»
FAQ’s - Overture Wealth Management LLC
Overture Wealth Management LLC (OWM) is located in Conshohocken, about 15 miles outside of Philadelphia. OWM is regulated by the Commonwealth of Pennsylvania’s Department of Banking and Securities. While we are located in Pennsylvania, we are able to work with clients in any …See details»
Log In - Overture Wealth Management
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Future of wealth operations: An impetus for change
Sep 10, 2024 Wealth firms saw their client costs increase during the crisis-response period as they scrambled to tackle sudden, novel concerns and serve clients remotely. A recent survey by Aite Group 2 of 31 wealth firms around the globe highlights how markedly the pandemic has …See details»
Samuel An - Chairman & Founder @ Overture Wealth - Crunchbase
Primary Organization . Overture Wealth . Location Shenzhen, Guangdong, China; Regions Asia-Pacific (APAC) Gender Male; Samuel An holds a MS degree in Economics from Northwest University and an EMBA from CKGSB. Mr. An founded VEM in 2005 and Overture Wealth in …See details»
Services and Costs - Overture Wealth Management LLC
Overture’s comprehensive wealth management services are provided for a flat annual fee ranging from $5,000 to $15,000 for most clients. A client’s specific fee is based upon the anticipated complexity, time, and resources required to serve each client. Below are a few examples that …See details»
2025 Wealth Literacy Conference will be a place for legacy and ...
3 days ago Afra Smith, founder of The Melanin Project, wants the upcoming Wealth Literacy Conference her organization puts on to not only be a resource, but a place for community and liberation. This year’s conference will be held at The Lighthouse at TruStage on Madison’s …See details»
Overture Wealth - Tech Stack, Apps, Patents & Trademarks
Overture Wealth provides the capital market planning services to publicly listed companies,including merger and acquisition.See details»