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William Nelson
AddedMar 31, 2024
UpdatedMay 31, 2026
William Nelson

William Nelson

Board Member, Financial Gravity

Crunchbase

William Nelson's Career

Financial Gravity
Financial Gravity

Lakeway, TX, US

Board Member· Board
Eqis
Eqis

San Rafael, CA, US

Co-Founder

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William Nelson's Career

Financial Gravity
Financial Gravity
Investment Firm$1.3M232002Lakeway, TX, US
Board Member· Board

Leadership at Financial Gravity

Ed LyonEd LyonBoard Member
John PollockJohn PollockBoard Member
Jennifer WintersJennifer WintersBoard Member

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NYC-based Gravity provides strategic financial services to growth-stage companies in the space industry.

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Curated Wealth PartnersCurated Wealth PartnersEl Segundo, CA, USest. 2018Curated Wealth PartnersEl Segundo, CA, US · est. 2018

Curated Wealth Partners: A multi-family office providing sophisticated financial advice.

$1.8M5
HeightsHeightsLos Angeles, CA, USest. 2021HeightsLos Angeles, CA, US · est. 2021

Financial services firm offering portfolio management, private investments, and business incubation.

2
Gordon Asset ManagementGordon Asset ManagementAustin, TX, USest. 1997Gordon Asset ManagementAustin, TX, US · est. 1997

Texas-based financial services firm offering family office, financial planning, and portfolio management.

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Eqis
Eqis
Investment Firm$21.7M752007San Rafael, CA, US
Co-Founder

Leadership at Eqis

Bob HerrmannBob HerrmannCEO
Scott WintersScott WintersCo-Founder

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ViseViseNew York City, NY, USest. 2016ViseNew York City, NY, US · est. 2016

Vise: An AI-powered platform for financial advisors to manage and personalize asset portfolios.

$128M114
EquiEquiNew York City, NY, USest. 2020EquiNew York City, NY, US · est. 2020

Equi: A Robo-family office platform democratizing wealth growth through alternative investments.

$25M66
InvestCloudInvestCloudWest Hollywood, CA, USest. 2010InvestCloudWest Hollywood, CA, US · est. 2010

California-based InvestCloud offers integrated digital investment platforms, empowering wealth managers and investors with data-driven solutions.

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ExirioExirioDover, DE, USest. 2020ExirioDover, DE, US · est. 2020

Exirio: A global wealth management tool tracking your assets and maximizing your money's potential.

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