Circle Financial Group

About

CFG is a membership organization established in 2003 by a select group of women with extensive experience in the financial, investment and wealth management industries. The founders recognized the need for a collaborative wealth management platform through which they could better organize their personal financial lives. Now a larger community of women, working in a trusted group environment, members share knowledge and access to the best financial thought leaders, investment managers and other wealth management providers. The mission is to provide our members with the information, framework, tools, and discipline for setting and working toward their financial and philanthropic goals. Through our proprietary process which includes weekly group meetings, the use of website, access to investment opportunities and daily information sharing, members are able to develop and implement investment policies for their families. The process includes asset allocation, ongoing investment manager du

Investment Focus

Stages

series-a seed

Location

New York, US