Key facts
- It has raised $3.2M across 1 recorded rounds; the latest was Seed Round ($3.2M) in Jun 2025.
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for CIO Group
Funding rounds
1 roundsAbout CIO Group
Provider of financial services intended to provide clarity and insight into wealth management to help protect and grow wealth. The company uses data-driven processes to improve asset allocation, minimize fees, and preserve capital through forward-looking strategies, allowing customers to identify opportunities, reduce risk, optimize performance, and enhance total portfolio value.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2024
- Employees
- 4
- Website
- ciogroup.com/
- Ownership
- Privately Held (backing)
CIO Group 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 CIO Group 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 CIO Group in its N-PORT filings yet. We sweep new filings monthly.