Cardea Corporate Holdings Inc.

About Cardea Corporate Holdings Inc.

Cardea Capital Advisors is a cross-border wealth advisory, asset, and investment management firm. They focus on empowering families and advisors to make informed decisions for multi-generational wealth using innovative tools and deep domain expertise. Their approach is adaptable and flexible, yet rooted in rigor and discipline, serving institutions, high-net-worth individuals, and families with a commitment to integrity and transparency.

Products & Services

Custom Reporting: Tailored reporting solutions for clients.

AI Tools and Investment Models: Leveraging artificial intelligence for investment strategies.

Operational Risk Management: Services to manage and mitigate operational risks.

White-labeled Client Presentations: Branded presentations for client engagement.

Billing and Portfolio Management: Tools for managing billing and portfolios.

Digital Asset Lifecycle Management: Comprehensive management of digital assets.

Practice Management: Support for efficient practice operations.

Full Range of Sales and Service Support: Extensive support for sales and client services.

Specialties

Cross-border Investment Guidance Wealth Advisory Asset and Investment Management Socially Responsible Investing Institutional Grade Investment Opportunities Private Office Services AI and Machine Learning for Big Data Enterprise Blockchain Software Systems Cybersecurity in Technology Tools

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Convertible Note T: - FT: Convertible Note	A: 15000000 MR: - FA: 15 million FAN: 15000000	D: 2024-08-12 FD: 2024-08-12	2 investors

Convertible Note Latest

2024-08-12

$15.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

K

Kendall Borchardt

President

S

Stephen Philp

CCO

R

Richard Roscelli

Portfolio Management Specialist

R

Roxanna M. Guinan

Director, Advisor Support Services

J

Jean Decker

HR Manager

C

C. Bryan Wood

Financial Advisor

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