Raising Capital Just Got Easier.

Trusted By

It all starts with the connection!

Our competitors have taken the approach of letting you investigate the deals yourself and find and vet opportunities - whether you are a company or an investor.
WealthVP hand holds our investors, with Relationship Management services, and companies through the process of finding the right deals.
For Investors, your Relationship Manager is working for you to set up the right parameters you are looking for so you are alerted to deals in your area of interest plus they help make key introductions in our community so you can work with other investors and expand your own network.
For companies, we put you in front of more qualified investors and help you improve your pitch for a greater likelihood of success. We also have Pitch Events to share your company with key investors. Qualified companies work closely with us to get introduced to the best possible matches for funding.
start-connection-img
Book A Meeting

Here’s what leaders are saying about WealthVP:

tobias-leaderpartner-brand-leader
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.”
derrin-hill-leaderrevroad-brand-leader
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."

Book a Meeting

Our Management Team

Todd Lawson

Leif Hartwig

Amir Hoffmann

Apryl Syed

close
Close

Todd Lawson

Chief Financial Officer

with expertise in global operations, revenue management, M&A, accounting, tax, venture capital and private equity fundraising, and legal administration. Todd has 12 years of experience in public accounting with a top-tier international CPA firm.  Several of Todd’s past companies have experienced successful exits including 41st Parameter (acquired by Experian), AFS Technologies (recapitalization through TPG Group), and, most recently, Commerce Signals (acquired by Verisk Analytics). Todd has successfully raised over $250 million through venture capital and private investor sources including a private equity-backed SaaS software enterprise. Todd is a CPA and has a BS degree in accounting from Arizona State University.

Leif Hartwig

Chief Executive Officer

Leif Hartwig draws on more than three decades in the fields of software entrepreneurship and finance. Mr. Hartwig founded many businesses in the corporate software industry, including SquadPod. TruQuest Corporation, which Leif established and launched, is a corporate coaching program that has helped firms like State Farm, Nationwide, and Prudential bring in billions of dollars in revenue. Leif has also gathered more than $200m from individual investors. In 2017, Leif was named Scottsdale's Best Small Business by the Sterling Awards, and in 2016, he was named the Best Innovative Software Collaboration Company in the United States by the Aragon Awards. Leif was the head of the Tucson, Arizona branch of the American Heart Association and a member of the Tucson Medical Foundation's board of directors. Leif attended the University of Arizona and earned a BS in Business Administration.

Amir Hoffmann

Chief Commercial Officer


Amir brings 25+ years of documented experience for enhancing the profitability, performance and delivery-orientation of international companies

Apryl Syed

Chief Marketing Officer

Apryl Syed has managed three product lines at Sage and overseen an education program for the partner channel over her 25 years as a strategist in marketing, sales, and customer success at SaaS firms. She also oversaw customer service for Sage products sold in North America. She then led the advisory team at Bloomreach, a tech startup, after working in sales, marketing, and customer success at the biggest US Sage Partner, Blytheco. Today she has a successful consulting firm focused on revenue optimization while assisting WealthVP. She has a love and passion for helping start-ups as she came from an entrepreneurial household.