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Fulcrum Investment Group
AddedMar 20, 2024
UpdatedJun 28, 2026
Fulcrum Investment Group

Fulcrum Investment Group

Operating

NYC-based financial services firm managing assets for individuals and businesses.

Location
New York City, NY, US
Firm
Compare
Portfolio
Employees
Website

Fulcrum Investment Group, based in New York City, focuses on managing financial assets for individuals and businesses. The firm provides assistance with investment and retirement planning, emphasizing proven strategies designed to meet clients' risk tolerance and withstand market volatility. Fulcrum's approach involves documenting client goals and comparing them to current portfolios.

The firm offers unbiased recommendations and impartial guidance based on clients' needs and goals. Fulcrum has demonstrated interest in early-stage investments, having participated in a pre-seed round for Holocron Technologies. The firm's commitment to building strong futures for its clients is evident in its personalized approach to financial management and investment strategies.

Fulcrum Investment Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Pre-Seed1 (100.0%)

Stage Mix

Pre-Seed 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Holocron Technologies logo

Holocron Technologies

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Fulcrum Investment Group - Classification

Also Known As
  • Fulcrum Investment Group LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions