Northwestern Mutual
Overview
Northwestern Mutual is an American financial services mutual organization that provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning, and business planning . Its products include life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| TenYour | Sep 2025 | Accelerator | Co-investor |
| Inclined | Aug 2025 | Series B | - |
| Magier AI | Jun 2025 | Pre Seed | Co-investor |
| Beta Financial Services | May 2025 | Accelerator | Lead |
| Value Buddy | May 2025 | Accelerator | Co-investor |
Key People
Alessandro Tronco
Managing Partner
CFP® Scott Iodice
Managing Partner
CFP® Wesley Richardson
Managing Partner
CLF Kate Michaels
Managing Partner
CLU® Matt Russo
Managing Partner
Dante Pizzuti
Managing Partner
David McAvoy
Managing Partner
Dwaan Black
Managing Partner The Callaway Black Group
Heather Zepeda
Managing Partner
Jeff Byrn
Managing Partner
Jennifer Brase
Managing Partner
John Ruhl - Managing Partner
Managing Partner
Kalvin Grabau Keele
Managing Partner
Kevin Kaveney
Managing Partner Wealth Management Advisor
Kevin Miller
Managing Partner
Kevin O'Connell
Managing Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
