Bellwether Financial Group Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 2

Professionals

  • Investments
  • 8

  • Portfolio
  • 2

  • Exits
  • 2

Exits

Bellwether Financial Group General Information

Company Description

Founded in 1997, Bellwether Financial Group is a private equity firm based in Newport Beach, California. The firm seeks to invest in the marine, development, and software as a service technology sectors.

Business Details

Website
www.bellwetherfinancialgroup.com
Year Founded
1997
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Corporate Office
  • 610 Newport Center Drive
  • Suite 490
  • Newport Beach, CA 92660
  • United States
+1 (949)

Bellwether Financial Group Investments & Acquisitions (8)

Bellwether Financial Group’s most recent investment was a with CompTrak. The deal was made on 12-Jun-2023.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
CompTrak 12-Jun-2023 Financial Software Generating Revenue
Resova 14-Apr-2022 Business/Productivity Software Generating Revenue
Vantora 29-Nov-2021 Business/Productivity Software Generating Revenue
SafetyChain Software 20-Oct-2021 Business/Productivity Software Generating Revenue
Clubspeed 13-Apr-2019 Buyout/LBO Business/Productivity Software Profitable
You’re viewing 5 of 8 investments and acquisitions. Get the full list »

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Bellwether Financial Group Exits (2)

Bellwether Financial Group has made a total of 2 exits. Its latest exit was from Clubspeed on 02-Jun-2026. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Clubspeed 02-Jun-2026
HRSoft (Business/Productivity Software) 13-Sep-2022 Buyout/LBO
To view Bellwether Financial Group’s complete exits history, request access »

Bellwether Financial Group Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Bellwether Financial Group FAQs

  • What is Bellwether Financial Group?

    Founded in 1997, Bellwether Financial Group is a private equity firm based in Newport Beach, California.

  • When was Bellwether Financial Group founded?

    Bellwether Financial Group was founded in 1997.

  • Where is Bellwether Financial Group headquartered?

    Bellwether Financial Group is headquartered in Newport Beach, CA.

  • How many investments has Bellwether Financial Group made?

    Bellwether Financial Group has made 8 investments.

  • What has Bellwether Financial Group invested in?

    Bellwether Financial Group has made numerous investments in companies like CompTrak, Resova, and Vantora within the Financial Software and Business/Productivity Software industries.

  • What has Bellwether Financial Group invested in recently?

    Bellwether Financial Group's latest investment was on 12-Jun-2023 in CompTrak, a company within the Financial Software industry.

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