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
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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.
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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 ServicesRule 506(b)
▶$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
▶$284.6KraisedJan 2024 · 6 investors · Business ServicesRule 506(b)
▶$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
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.

