GoalVest Advisory LLC

About GoalVest Advisory LLC

GoalVest Advisory is a boutique wealth advisory firm that provides comprehensive, tailored wealth management solutions for high net worth individuals with $2 million or more in investable assets. Their mission is to offer sophisticated investment processes and exclusive opportunities combined with personalized support, aiming to elevate wealth management without the high barriers of traditional family offices.

Products & Services

Wealth Management:Helps clients feel confident and in control of their finances, allowing them to focus on other priorities.

Venture Capital:Invests in the next generation of blue-chip companies while seeking outsized returns.

Structured Notes:Seeks defined return outcomes for clients in various market conditions (up, down, or sideways).

Specialties

Wealth Management for High Net Worth Individuals Alternative Investments Venture Capital Structured Notes

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Venture Growth Fund T: - FT: Venture Growth Fund	A: 50000000 MR: - FA: 50 million FAN: 50000000	D: 2025-08-13 FD: 2025-08-13	-

Venture Growth Fund Latest

2025-08-13

$50.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

E

Evelyn

T

Todd

S

Sophie

Corporate Executive

M

Marie

New Investor

T

Theresa

E

Elaine

Fashion Designer

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