Whitwell & Co. is a modern wealth management firm serving business owners, executives, and difference-makers across the United States. The firm specializes in individually tailored wealth management services, focusing on the intersection of health, wealth, and purpose. Their approach emphasizes investing with purpose and providing customized solutions for their clients.
While primarily a wealth management firm, Whitwell & Co. has made at least one venture investment in the gaming industry, participating in a Series A round for Xset, a gaming lifestyle brand. The firm's investment philosophy appears to align with their broader mission of supporting purpose-driven initiatives and businesses that make a difference.
Classification
Also Known As
Whitwell & Co., LLC
Headquarters
Austin, TX, US
NAICS
52Finance and InsuranceEdition: 2022
524Insurance Carriers and Related ActivitiesEdition: 2022
5241Insurance CarriersEdition: 2022
52411Direct Life, Health, and Medical Insurance CarriersEdition: 2022