Key facts
- Status: Privately Held (no backing).
Leadership
- Matthew HaertzenChief Investment Officer
- ·Watchlist + deal alerts for Francis Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Francis Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Francis Financial
Provider of fee-only financial advisory services for individuals going through life transitions. Francis Financial offers wealth management, divorce planning, and widow planning services with a personalized approach. The firm operates as a fiduciary and is located in New York City, offering consultations to potential clients.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 21
- Website
- francisfinancial.com/
- Ownership
- Privately Held (no backing)
Francis Financial 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 Francis Financial 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 Francis Financial in its N-PORT filings yet. We sweep new filings monthly.