Clearwell Group is a US-based investment advisory firm that focuses on investment management, estate planning, philanthropic advisory, and family business consulting. The firm typically engages in Series B investment rounds, with notable investments such as First Aid Shot Therapy, which has raised $7 million.
The firm's investment philosophy centers around building a lasting legacy of significance and stewardship, emphasizing strong family culture and empowering businesses and individuals. Clearwell Group offers unique value-add services including estate planning and philanthropic advisory, positioning itself as a comprehensive family office.
Clearwell Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series B1 (100.0%)
Stage Mix
Series B 100%
Concentration shown as share of disclosed investments by stage.