Key facts
- It has raised $5.3M; the latest was Seed Round ($5.3M) in Sep 2025.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Collaborative Capital Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Collaborative Capital Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Collaborative Capital Advisors
Provider of private wealth advisory services designed for long-term financial stewardship. The company offers customized access to public and private market investments, strategic planning for liquidity events and wealth transfer, high-touch family office support, and philanthropic structuring, enabling high-net-worth individuals and families to manage complex financial portfolios with tailored solutions across generations.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2025
- Employees
- 4
- Ownership
- Privately Held (backing)
Collaborative Capital Advisors 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 Collaborative Capital Advisors 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 Collaborative Capital Advisors in its N-PORT filings yet. We sweep new filings monthly.