Home
Loading

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

Get in touch

  • Contact

  • Request a demo

  • Request data updates

  • Add a company

Research

  • Companies

  • Investors

  • People

aVenture

  • Sitemap

  • Feature requests

Member

Backed by

© aVenture Investment Company, 2026. All rights reserved.

San Francisco, CA, USA

Privacy Policy

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

aVenture is not affiliated with any of the people, companies, organizations, government agencies, regulatory bodies, or investment funds we provide coverage for on this site unless explicitly stated otherwise. Users assume full responsibility for decisions made based on information obtained from this platform. Links to external websites do not imply endorsement or affiliation with aVenture. Any links that provide the ability to invest in a primary or secondary transaction in a company are for convenience only and do not constitute solicitations or offers to buy or sell an investment. Investors should exercise heightened precaution and due diligence when investing in private companies, especially those not independently audited.

While we strive to provide valuable insights with objectivity and professional diligence, we cannot guarantee the accuracy of the information provided on our platform. Before making any investment decisions, you should verify the accuracy of all pertinent details for your decision. To the fullest extent permitted by law, aVenture shall not be liable for any direct, indirect, incidental, consequential, or financial damages arising from use of this site, whether by consumers of its contents directly or by persons or organizations covered by our research, even if we are advised of the possibility. Our best-efforts processes and correction request forms do not create a warranty or duty of care.

Profiles on this platform may include content generated in part by large language models (LLMs, artificial intelligence) that aggregate publicly available sources (e.g., SEC EDGAR, public filings, press releases). Source attribution is provided where known; always verify statements and claims here against original sources before relying on any data. Content on our site may contain inaccuracies, omissions, or what are commonly called 'hallucinations' if generated in part or in full by AI / LLMs. The risk can also exist even when content is written by a human, as internal and third-party sources may also have inaccuracies for the same or different reasons. While we randomly audit a proportion of content, this is not exhaustive.

We recommend that an independent auditor be hired to verify the accuracy of the information before relying on it for any sensitive decisions. By accessing this platform, you agree not to rely solely on any information generated by AI, aggregated, or sourced or written otherwise on this site, for investment, financial, or other decisions. aVenture assumes no responsibility for inaccuracies, omissions, or hallucinations. You must independently verify all data from primary sources. Use of this platform constitutes your waiver of claims for reliance-based damages, including negligent misrepresentation. To report an error, request a correction, or dispute information about a company or individual, contact us via our request data updates form.

Loading homepage
Loading
Loading
Home›
Research›
Investment Firms›
Waterloo Capital
AddedFeb 16, 2024
UpdatedJun 28, 2026
Waterloo Capital

Waterloo Capital

Operating

Waterloo Capital: Expert wealth management and bespoke portfolios for high-net-worth individuals globally.

Location
Atlanta, GA, US
Founded
2010
Firm
Compare
Portfolio
Employees
Website

Waterloo Capital specializes in sophisticated investment solutions for high-net-worth individuals and institutional clients. The firm offers a holistic approach to wealth management, providing expertise in publicly traded investments, alternative investments, and financial planning. Waterloo Capital tailors its services to meet the unique needs of each client, guiding them through all stages of their financial journey.

The firm's team of experts focuses on creating fully diversified and customized portfolios for their clients. Waterloo Capital's commitment to personalized service and unparalleled access to alternative investments sets them apart in the wealth management industry. While primarily serving high-net-worth individuals and families, the firm has also invested in startups, including WeStyle, a portfolio company in their seed-stage investments.

Waterloo Capital - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count0
Total Portfolio Exits0

Top Investment Stages

Seed1 (100.0%)

Stage Mix

Seed 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

WeStyle logo

WeStyle

Waterloo Capital - Similar Investment Firms

Acqua Wellington Asset Management logo

Acqua Wellington Asset Management

Waterfall Asset Management logo

Waterfall Asset Management

waterfallam.com

Watershed Capital logo

Watershed Capital

WaterStone Capital logo

WaterStone Capital

Northwater Capital logo

Northwater Capital

Wells Capital Management logo

Wells Capital Management

Pentwater Capital Management logo

Pentwater Capital Management

pwcm.com

H20 Capital logo

H20 Capital

h20capital.com

Walter Global Asset Management logo

Walter Global Asset Management

Capital World Investors logo

Capital World Investors

Watertower Ventures logo

Watertower Ventures

Manhattan West Asset Management logo

Manhattan West Asset Management

manhattanwest.com

WaterStart Capital logo

WaterStart Capital

wscapitalus.com

Alluvial Capital Management logo

Alluvial Capital Management

Wellington Management logo

Wellington Management

wellington.com

Waterloo Capital - Classification

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