Ann Kaplan Overview

  • Investor Type
  • Angel

  • Investments
  • 1

  • Exits
  • 1


Ann Kaplan General Information


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

Primary Investor Type
Angel (individual)

Ann Kaplan Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Advizr 05-Jun-2017 00000 00000 00.000 Financial Software Generating Revenue 000 000000

Ann Kaplan Exits (1)

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

Ann Kaplan 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.

Ann Kaplan Team (1)

Name Title Deals Funds Boards Office
Ann Kaplan Angel Investor 0 0 New York, NY

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