Choreo
1 known investors
Choreo provides integrated wealth management, financial planning, and tax planning services for business owners, executives, families, foundations, and professionals across the U.S. Its Alliance platform is designed around collaboration with CPA firms, and its Investment Strategy Group handles investment research and due diligence.
Fintech
Investors · 1
Frequently asked questions
- What does Choreo do?
- Choreo provides integrated wealth management, financial planning, and tax planning services for business owners, executives, families, foundations, and professionals across the U.S. Its Alliance platform is designed around collaboration with CPA firms, and its Investment Strategy Group handles investment research and due diligence.
- Who are Choreo's investors?
- Choreo's investors include Parthenon.