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Leo Wealth

Leo Wealth

Iselin, New Jerseyleowealth.com

Overview

Leo Wealth is a global wealth management and multi-family office firm that provides comprehensive financial planning, tax strategies, and investment management services to high-net-worth individuals, families, and institutions.

Year Founded

2012

Portfolio Companies

2

Investments

Leo Wealth investments
CompanyDateStageLead
HootDec 2009Series ACo-investor
HootsuiteDec 2009SeedCo-investor

Key People

Harmen Overdijk

Co-Chief Executive Officer, Chief Investment Officer at Leo Capital Corp, Founding Partner

Evan Frost

Director

Coco Fang

Portfolio Manager (Asset Management)

Harjot Singh Gill

Junior Portfolio Manager, Wealth Associate

Jacob Friedland

Junior Portfolio Manager

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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

HeadquartersIselin, New Jersey
Year Founded2012

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