Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Tanager Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Tanager Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Tanager Wealth Management
Provider of financial advisory services for transatlantic households, including Americans living in the UK, US-resident British expats, and professionals with US-connected clients. Tanager Wealth Management offers financial planning, investment management, philanthropy and giving, and an ESG investing approach. The firm's team of advisors are both US and UK qualified and specialize in cross-border tax planning. Tanager has locations in the UK and US and is authorized and regulated by the Financial Conduct Authority.
- Sector
- Financial Services
- HQ
- Philadelphia, PA, United States
- Employees
- 45
- Website
- tanagerwealth.com/
- Ownership
- Privately Held (no backing)
Tanager Wealth Management 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 Tanager Wealth Management 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 Tanager Wealth Management in its N-PORT filings yet. We sweep new filings monthly.