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›
Zeke Capital Advisors
AddedFeb 14, 2024
UpdatedJun 28, 2026
Zeke Capital Advisors

Zeke Capital Advisors

Acquired

ZCA: A dedicated wealth management firm offering superior investment advice and customized portfolio services.

Location
Berwyn, PA, US
Founded
2008
Firm
Compare
Portfolio
Employees
Website

Zeke Capital Advisors, now part of Sequoia Financial, is a multi-family office specializing in wealth management for high-net-worth individuals, families, and foundations. The firm offers customized portfolio management, holistic wealth planning, and direct investment opportunities. Their approach focuses on providing superior investment advice tailored to each client's unique needs.

The firm's services extend beyond traditional financial management, encompassing legacy planning and family office services. Zeke Capital Advisors has made notable investments in technology companies, including a Series D investment in Afiniti, an AI-powered behavioral pairing technology company. Their comprehensive approach includes consideration of factors such as total wealth, asset complexity, family dynamics, tax planning, and philanthropic objectives.

Zeke Capital Advisors - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series D1 (100.0%)

Stage Mix

Series D 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Afiniti logo

Afiniti

Zeke Capital Advisors - Similar Investment Firms

Zenith Wealth Advisors logo

Zenith Wealth Advisors

Sequoia Financial Group logo

Sequoia Financial Group

Curated Wealth Partners logo

Curated Wealth Partners

Capital Partners logo

Capital Partners

Sepio Capital logo

Sepio Capital

sepiocap.com

Advisors Capital Management logo

Advisors Capital Management

Capital Z Partners logo

Capital Z Partners

capitalz.com

Private Capital Advisors logo

Private Capital Advisors

Sequentis Financial logo

Sequentis Financial

Heights logo

Heights

Wick Capital Partners logo

Wick Capital Partners

OceanIQ Capital logo

OceanIQ Capital

oceaniqcapital.com

Z9 Capital logo

Z9 Capital

Zesiger Capital logo

Zesiger Capital

Zoe Financial logo

Zoe Financial

zoefin.com

Zeke Capital Advisors - Classification

Also Known As
  • Zeke Capital Advisors, 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