Ann Kaplan Overview

  • Investor Type
  • Angel
  • Investments
  • 1
  • Exits
  • 1
Exits

Ann Kaplan General Information

Description

Ms. Ann Kaplan served as Co-Founder and Chairman at Circle Financial Group. She also serves as Partner and Investment Committee Member at Circle Wealth Management. 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.

Contact Information

Website
annkaplan.com
Primary Investor Type
Angel (individual)

Ann Kaplan Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
000000 05-Jun-2017 00000 00000 00.000 Financial Software Generating Revenue 000 000000
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Ann Kaplan Exits (1)

Company Name Exit Date Exit Type Exit Size
000000 11-Jul-2019 000000000000000000 0000
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Ann Kaplan Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Ann Kaplan Team (1)

Name Title Deals Funds Boards Office
Ann Kaplan Angel Investor 0 0 New York, NY
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Ann Kaplan Co-Investors (10)

Name With Exits Lead Partner Series Industry
Andrew Putterman 1 0 0 Series chart Industry bar
Franklin Templeton 0 0 0 Series chart Industry bar
IA Capital Group 0 0 0 Series chart Industry bar
John Chrin 0 0 0 Series chart Industry bar
Steven Lockshin 0 0 0 Series chart Industry bar
You’re viewing 5 of 10 co-investors. Get the full list »