/Companies

Cultivate Brands

Oakbrook, US · Illinois limited partnership

Find your way into Cultivate Brands

163 people in our graph share verified history with the Cultivate Brands team — schools, employers, funds. One of them is your warm intro.

Leslie Archardunlockedknows Casey Clark · together at College Pro (overlapped)
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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.

Founders & leadership

CCCasey Clark
Casey ClarkManager 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.
DGDan Gramann
Dan GramannCo-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.