Caleo Capital is a private investment manager that provides a range of services, including wealth management and corporate advisory. The firm operates across six divisions: Family Office, Wealth Management, Asset Management, Private Equity, Fiduciary Services, and Global Banking. Caleo Capital typically engages in debt financing rounds, with a focus on aligning investment strategies with shared values and philosophies.

Among its notable portfolio companies is Backd, which has raised $25 million. Caleo Capital emphasizes a partnership approach to investment, fostering meaningful connections and co-creating value with its clients. This philosophy is driven by key partners who bring extensive experience in wealth management and corporate advisory, ensuring that the firm's investments are not only financially sound but also aligned with the clients' broader wealth journeys.