Key facts
- Notable investors include Trinity Capital (Phoenix).
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Benjamin LavineChief Investment Strategist & Model Manager
- Jonathan ShifferChief Investment Officer
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Freedom Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Freedom Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Freedom Advisors
Provider of integrated investment management services intended to serve enterprises with financial decision-making. The company offers wealth management, financial advisory, and asset management services through a fee-based platform, thereby ensuring financial advisors get access to investment strategies that were historically available only to high-net-worth individuals and institutions.
- Sector
- Financial Services
- HQ
- Hartford, CT, United States
- Employees
- 46
- Website
- freedomadvisors.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Freedom 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 Freedom 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 Freedom Advisors in its N-PORT filings yet. We sweep new filings monthly.