Andrew Putterman Overview

  • Investor Type
  • Angel

  • Investments
  • 2

  • Portfolio
  • 1

  • Exits
  • 1

Exits

Andrew Putterman General Information

Description

Mr. Andrew Putterman serves as Board Member at Steben & Company. He served as Chief Executive Officer at Fortigent. Mr. Putterman served as Advisory Director at Silver Lane Advisors, he joined in 2016. He serves as Board Member at CAIS. He has more than 30 years of experience building leading edge wealth management and financial technology solutions. He is the Founder and CEO of 1812Park, LLC, a strategic advisory and consulting firm to CEOs, boards, and executives of leading wealth management and asset management firms. Representative clients, board positions, and investments of 1812Park include AdvicePeriod, Advizr, Betterment Institutional, Quovo, WBI Investments, and Welch Hornsby. Prior to founding 1812Park, he was co-founder and CEO of Fortigent, a high-end turnkey asset management platform with $65 billion of assets, that was sold to LPL. He was also President of Lydian Wealth Management (now Convergent Wealth Advisors) for 10 years before the $8 billion firms was sold to City National Bank in 2007. Andy serves as a member of the Board of Advisors of Vestigo Ventures, a venture capital firm launched to fund early-stage companies offering disruptive innovations in financial technology services and Silver Lane Advisors, a premier investment bank focused exclusively on the financial services industry.

Business Details

Primary Investor Type
Angel (individual)
Corporate Office
  • 687 Excelsior Boulevard
  • Excelsior, MN 55331
  • United States
+1 (952) 000-0000

Andrew Putterman Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Bento Engine 22-Jun-2022 Angel (individual) 00.00 Business/Productivity Software Generating Revenue 000000 000000000
Advizr 05-Jun-2017 00000 00000 00.000 Financial Software Generating Revenue 000000 000000000

Andrew Putterman Exits (1)

Company Name Exit Date Exit Type Exit Size
Advizr 11-Jul-2019 000000000000000000 0000

Andrew Putterman Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region.

Andrew Putterman Team (1)

Name Title Deals Funds Boards Office
Andrew Putterman Angel Investor 0 0 Excelsior, MN

Andrew Putterman FAQs

  • Who is Andrew Putterman?

    Andrew Putterman is an angel Investor who has made 2 investments.

  • What kind of investor is Andrew Putterman?

    Andrew Putterman is an angel investor.

  • What does Andrew Putterman do?

    As an angel investor, Andrew Putterman invests personal money into promising companies, typically in exchange for equity.

  • How many board seats does Andrew Putterman hold?

    Andrew Putterman holds a board seat in CAIS.

  • What has Andrew Putterman invested in?

    Andrew Putterman has made numerous investments in companies like Bento Engine and Advizr within the Business/Productivity Software and Financial Software industries.

  • What has Andrew Putterman invested in recently?

    Andrew Putterman's latest investment was on 22-Jun-2022 in Bento Engine, a company within the Business/Productivity Software industry.

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