Facilitating Capital Connections Between Private Companies & Private Investors

Your Capital Connection Concierge

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Joining WealthVP

At Wealth VP, we provide dedicated Relationship Management services to guide our investors and companies through the process of finding the right capital connections that align with their goals, visions, and values.
For Investors: Your Relationship Manager is your advocate, working to understand your investment criteria and preferences. Through our proprietary matching platform, they ensure you're promptly notified of deals matching your interests and facilitate introductions within our community. By connecting you with like-minded investors, they help expand your network and maximize your investment potential. 
For Companies: Wealth VP offers exposure to a network of qualified investors, positioning your company in front of the right audience for funding opportunities. Our team assists in refining your pitch for optimal impact and coordinates virtual pitch events to showcase your company to key investors.

Testimonials from Industry Leaders

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Tobias Prestel
Founding partner of Prestel and Partner, a global family offices forum
“WealthVP is a ‘game changer.’ WealthVP is relevant in many aspects: being purpose-driven is a major one. The focus on family offices is another — you heard the saying ‘know your clients.’ There is a huge need to bring together family offices and investment opportunities that serve our favorite motto: making money while doing good.”
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Derrin Hill
RevRoad Chairman & CEO
“The WealthVP platform improves your funding opportunities in a faster, more streamlined way. RevRoad is proud to work with WealthVP, to recommend it to our portfolio companies, and to others."

Meet the Leadership Team

Leif Hartwig
Chief Executive Officer
Todd Lawson
Chief Financial Officer
AdaPia d'Errico
Chief Marketing Officer