Ceros Financial Services - aVenture Asset Manager Research
Location
Rockville, MD, US
Founded
1995
Ceros Financial Services is a US-based brokerage firm that offers customized Registered Investment Advisor (RIA), hybrid, and trading services. The firm focuses on trading securities such as stocks, bonds, and mutual funds, catering to a diverse clientele across the United States. Ceros Financial Services typically engages in Series A investment rounds, with notable investments like Wesper, which has raised $9.6 million.
Ceros Financial Services prides itself on combining a boutique relationship model with the resources and technology of the industry's largest providers. This approach is supported by a distinguished ownership and management team, which emphasizes innovation and flexibility. The firm is dedicated to helping advisors succeed by leveraging its rich history and robust infrastructure, ensuring that each advisor receives the necessary support to thrive in the financial market.
Ceros Financial Services - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Series A1 (50.0%)
Series D1 (50.0%)
Stage Mix
Series A 50%Series D 50%
Concentration shown as share of disclosed investments by stage.
