Ameriprise Financial
Overview
Ameriprise Financial is a diversified financial services company that provides financial planning, wealth management, asset management, insurance, and brokerage services to individual and institutional clients.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Seismic | Aug 2021 | Series G | Co-investor |
| Apnimed | Mar 2021 | Series B | - |
| Seismic | Sep 2020 | Series F | Co-investor |
| CommonBond | Mar 2018 | Series D | - |
Key People
CFP® Ryan F. Callahan
Financial Advisor, Co-Founder
Anita Stephens
Private Wealth Advisor & Managing Partner
APMA Walker Heagney
Financial Advisor, Managing Partner
APMA® Angela Dax
Private Wealth Advisor, Managing Partner
APMA™ Gregory Manto
Managing Partner
Bethany Davis
Financial Advisor Managing Partner
Bret Johnson
Managing Partner Financial Advisor
CDFA™ Jeffrey Blum
Financial Advisor, Managing Partner
CFA® Mark Jones
Private Wealth Advisor & Managing Partner
CFP® Ben Russell
Private Wealth Advisor Managing Partner
CFP® Dustin LeRay
Financial Advisor Managing Partner, Financial Advisor
CFP® Henry D. Davidson
Private Wealth Advisor Managing Partner
CFP® Kevin T. Lentini
Financial Advisor - Managing Partner
CFP® Michael Metzger
Managing Partner, Private Wealth Advisor
CFP® Navneet Pahal
Private Wealth Advisor, Managing Partner
CFP® Thomas Nicolosi
Financial Advisor Managing Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
