Key facts
- It has raised $1.8M; the latest was Seed Round ($1.5M) in Jul 2025.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Canter Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Canter Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Canter Wealth
Operator of a wealth management platform intended to provide investment management services. The company provides financial planning, investment management services, retirement planning, tax strategy, and many more, enabling customers to achieve their financial goals.
- Sector
- Financial Services
- HQ
- La Jolla, CA, United States
- Founded
- 2016
- Employees
- 10
- Website
- canterwealth.com/
- Ownership
- Privately Held (backing)
Canter Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Canter Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Canter Wealth in its N-PORT filings yet. We sweep new filings monthly.