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Blue Zone Wealth Advisors

Blue Zone Wealth Advisors

Los Angeles, Californiabluezonewealthadvisors.com

Overview

Blue Zone Wealth Advisors is an independent Registered Investment Adviser and multi-family office headquartered in Los Angeles. The firm provides comprehensive family office services for high-net-worth families and individuals, including financial planning, investment management, and creating access to private alternative investments. It is known to lead venture capital rounds, such as the Series B for Simplifya, and create special purpose access funds for its clients.

Portfolio Companies

1

Investments

Blue Zone Wealth Advisors investments
CompanyDateStageLead
SimplifyaSep 2025Early FundingCo-investor
SimplifyaSep 2021Series BLead
SimplifyaJun 2021Series BLead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersLos Angeles, California
Year FoundedN/A

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