Who founded Cultivate Brands?

Cultivate Brands was founded by Casey Clark, Dan Gramann.

How much funding has Cultivate Brands raised?

Cultivate Brands has disclosed $1.6M raised across 2 rounds.

Where is Cultivate Brands headquartered?

Cultivate Brands is headquartered in Oakbrook, US.

Cultivate Brands

Oakbrook, US · Illinois limited partnership

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Cultivate Brands is a holding company that supports a portfolio of brands offering financial planning, strategic coaching, and business advisory services. It serves business owners and their teams across multiple companies.

Enterprise Software Fintech

Founders & leadership

Casey Clark Manager of General PartnerCasey Clark owned and expanded a home service franchise to 90+ locations with over 600 employees before exiting as a partner. He co-founded Cultivate Advisors in 2013, which grew into one of North America's largest business advisory firms, and in 2021 created Cultivate Brands as a holding company that acquired professional service firms including Breakwater Accounting Group and Petra Coach.

Dan Gramann Co-Founder | Strategic PartnershipsDan Gramann grew a home service franchise before moving into consulting and training roles supporting hundreds of franchise operations across North America. He is now Manager of General Partner at Cultivate Brands, a holding company offering financial planning and business advisory services to SMBs.

Reported raises · per SEC filings

Form D private placements

$1.6M disclosed across 2 rounds · 2023–2024

▶$1.3MraisedJan 2024 · 1 investors · Business Services

Rule 506(b)

Officers, directors & promoters on the filing

Dan GramannExecutive Officer, Director, Promoter
Casey ClarkExecutive Officer, Director, Promoter

Offering amount: $1.5M
Amount sold: $1.3M
First sale: Jan 2024
Incorporated: Limited Partnership, Illinois
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$284.6KraisedJan 2024 · 6 investors · Business Services

Rule 506(b)

Officers, directors & promoters on the filing

Casey ClarkExecutive Officer, Director, Promoter
Dan GramannExecutive Officer, Director, Promoter

Offering amount: $319.6K
Amount sold: $284.6K
First sale: Dec 2023
Incorporated: Limited Partnership, Illinois
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

What does Cultivate Brands do?: Cultivate Brands is a holding company that supports a portfolio of brands offering financial planning, strategic coaching, and business advisory services. It serves business owners and their teams across multiple companies.
Who founded Cultivate Brands?: Cultivate Brands was founded by Casey Clark, Dan Gramann.
How much funding has Cultivate Brands raised?: Cultivate Brands has disclosed $1.6M raised across 2 rounds.
Where is Cultivate Brands headquartered?: Cultivate Brands is headquartered in Oakbrook, US.