NetWorth Partners - aVenture Asset Manager Research
NetWorth Partners
Operating Status: Operating
NetWorth Partners, a San Diego-based financial services firm, revolutionizes real estate and mortgage industries with innovative, non-salesy tools and coaching.
Location
San Diego, CA, US
Founded
1997
NetWorth Partners, based in San Diego, California, focuses on the real estate and mortgage industries, providing innovative tools and coaching to professionals. The firm primarily invests in Series A rounds, with typical investments around $8 million. Their geographical focus includes San Diego and Scottsdale, where they also offer luxury property services.
Notable portfolio companies include SideTalk, which has raised $8 million. The firm is led by a diverse team of professionals dedicated to improving industry practices without relying on traditional sales tactics. NetWorth Partners adds value through comprehensive support and direction, enhancing the capabilities of real estate and mortgage professionals.
NetWorth Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Total Portfolio Exits1
Top Investment Stages
Series A1 (100.0%)
Stage Mix
Series A 100%
Concentration shown as share of disclosed investments by stage.