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Midtown Financial Ltd.
Midtown Financial Ltd. (operating as Midtown Financial Advisors) is a registered investment adviser based in North Carolina that provides wealth management and holistic financial planning services. The firm serves individual clients by offering personalized investment strategies and guidance to support various aspects of their financial lives.
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Midtown Financial Ltd. at a glance
Midtown Financial Ltd. is a financial services company headquartered in United States. Its most recent funding round raised $250,000 in January 2016. Xcout tracks 3 named people at Midtown Financial Ltd., including Brad Smith (Managing Partner).
Midtown Financial Ltd. leadership
- Brad SmithManaging Partner
- JEFF PHILLIPSManaging Partner
- Lori HaddockManaging Partner
Midtown Financial Ltd. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $250,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Midtown Financial Ltd. competitors
A few of Midtown Financial Ltd.'s closest competitors — see the full list of competitors and alternatives →
TriCapital Wealth Management is a financial planning and wealth management firm headquartered in Charlotte, North Carolina. The company provides personalized financial services and investment advisory solutions to clients.
Oxford Investment Group is a fiduciary financial advisory and wealth management firm based in Raleigh, North Carolina. It provides services including investment management, retirement income planning, business owner financial planning, and estate and gift legacy planning to individuals, families, and business owners.
Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
Canopy Financial Advisors Corp. is a financial wellness company based in Charlotte, North Carolina, that offers a personalized platform providing financial services.
Merit Financial Advisors provides comprehensive financial planning, wealth management, tax services, and insurance planning for individuals, businesses, and employers. The company serves individuals navigating major life transitions such as retirement, divorce, and widowhood, operating as a fiduciary to support clients' long-term financial goals.
LifeGoal Investments LLC is an independent wealth management firm that provides personal investment management, financial planning, and tax strategy services. The company serves individuals and families by constructing diversified portfolios and aligning financial situations with long-term goals.
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More on Midtown Financial Ltd. in Xcout Intel
- 3 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access