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Global Financial Group
AddedFeb 15, 2024
UpdatedJun 28, 2026
Global Financial Group

Global Financial Group

Operating

Financial guidance firm dedicated to steering your financial future effectively.

Location
Pewaukee, WI, US
Firm
Compare
Portfolio
Employees
Website

Global Financial Group is a comprehensive financial services firm based in Wisconsin. They focus on creating tailored strategies to meet clients' financial needs and goals, with an emphasis on guiding individuals through life transitions. The firm's approach is rooted in trust, honesty, and integrity, providing sound financial strategies for today's markets.

Global Financial Group has ventured into startup investing, as evidenced by their seed investment in BasicBlock, a company that has raised $675,000 in total funding. While primarily known for their financial guidance services, this investment suggests an interest in supporting innovative financial technology startups. The firm's experience in financial markets positions them to offer valuable insights to their portfolio companies.

Global Financial Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Seed1 (100.0%)

Stage Mix

Seed 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

BasicBlock logo

BasicBlock

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Global Financial Group - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 7 more industry codes
NAICS
  • 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