Caplight Directory>Investors>Fulcrum Financial Services>Fulcrum-financial-services


Fulcrum Financial Services

Fulcrum Financial Services

Raleigh, North Carolinafulcrumfp.com

Overview

Fulcrum Financial Services is an asset management and venture investment firm that provides services to qualified individuals, institutional investors, and foundations, with a focus on venture investments in startups located in the Raleigh/Durham/Chapel Hill area of North Carolina.

Year Founded

2006

Portfolio Companies

2

Investments

CompanyDateStageLead
Natrx | Adaptive InfrastructureOct 2023SeedCo-investor
View all investments

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Sign up to view full sector, stage, and valuation breakdowns for this investor.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Sign up to explore yearly investment trends and funding raised over time.

FAQ

Firmographic Details

HeadquartersRaleigh, North Carolina
Year Founded2006

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.





Caplight Logo




Use CasesInvestorsEmployees

CompaniesAll Companies

LegalPrivacy PolicyTerms of UseBrokerCheckForm CRS


Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.