Key facts
- It has raised $17.6M across 1 recorded rounds; the latest was Early Stage VC ($17.6M) in Jan 2010.
- Worth Investment Group has filed 1 Form D with the SEC, most recently Apr 2025 ($17.6M sold to 161 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for Worth Investment Group
Funding rounds
1 roundsAbout Worth Investment Group
Operator of investment and financial services intended to help clients take advantage of investment opportunities and build a financial foundation for their future. The company offers a full range of investment and financial services, with access to a wide array of unbiased advice, and understands the dynamics of acquiring and operating companies in markets, enabling customers to pursue their financial goals, avoid costly mistakes, and build long-lasting relationships through education and guidance.
- Sector
- Financial Services
- HQ
- Orlando, FL, United States
- Founded
- 2009
- Website
- worth-investments.com/
- Ownership
- Privately Held (backing)
Worth Investment Group 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 Worth Investment Group 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 Worth Investment Group in its N-PORT filings yet. We sweep new filings monthly.