Key facts
- It has raised $2.2M; the latest was Seed Round ($2.2M) in Aug 2025.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Welon Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Welon Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Welon Partners
Provider of fiduciary services, financial planning, and asset management. The company offers customized trust administration and wealth management solutions, enabling clients to safeguard their assets, plan their finances, and manage their long-term wealth.
- Sector
- Financial Services
- HQ
- Montgomery, AL, United States
- Founded
- 2018
- Employees
- 3
- Website
- welon.com/
- Ownership
- Privately Held (backing)
Welon Partners 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 Welon Partners 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 Welon Partners in its N-PORT filings yet. We sweep new filings monthly.