Ann Kaplan Overview
- Investor Type
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Angel
- Investments
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1
- Exits
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1
Ann Kaplan General Information
Description
Ms. Ann Kaplan serves as Partner & Investment Committee Member at Circle Wealth Management. Ms. Ann Kaplan served as Co-Founder and Chairman at Circle Financial Group. She is also an Angel Investor and serves as Advisor at Conversion Capital. For over 23 years, Ann was a member of the Fixed Income Division and the Partner who headed the Municipal Bond Department. During her last three years at the firm, she was a member of the Asset Management Division focusing on wealth management for women investors.
Business Details
Ann Kaplan Investments (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Advizr | 05-Jun-2017 | Financial Software | Generating Revenue |
Ann Kaplan Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Advizr | 11-Jul-2019 |
Ann Kaplan Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Ann Kaplan FAQs
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Who is Ann Kaplan?
Ann Kaplan is an angel Investor who has made 1 investment.
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What kind of investor is Ann Kaplan?
Ann Kaplan is an angel investor.
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What does Ann Kaplan do?
As an angel investor, Ann Kaplan invests personal money into promising companies, typically in exchange for equity.
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What has Ann Kaplan invested in?
Ann Kaplan has invested in Advizr within the Financial Software industry.
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What has Ann Kaplan invested in recently?
Ann Kaplan's latest investment was on 05-Jun-2017 in Advizr, a company within the Financial Software industry.
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