How much funding has PointOne Family Office raised?

PointOne Family Office has disclosed $6.5M raised across 1 round.

Where is PointOne Family Office headquartered?

PointOne Family Office is headquartered in Manhattan Beach, US.

PointOne Family Office

Manhattan Beach, US · Founded 2025 · Delaware LLC

PointOne Family Office (P1FO) is a boutique multi-family office serving ultra-high-net-worth families, offering investment advisory, curated private and direct deals, and integrated family office support covering estate planning, philanthropy, tax, governance, and concierge services. It operates as part of a merchant banking platform alongside an investment banking arm and a principal investing/GP platform.

Fintech

Founders & leadership

Michael Elliot WalshExecutive

Thomas Scoles McGuinnessExecutive

Ari Hayden SegalExecutive

Reported raises · per SEC filings

Form D private placements

$6.5M disclosed across 1 round · 2025

▶$6.5MraisedMar 2026 · 15 investors · Other

Rule 506(b)

Officers, directors & promoters on the filing

Michael Elliot WalshExecutive Officer
Thomas Scoles McGuinnessExecutive Officer
Ari Hayden SegalExecutive Officer

Offering amount: $6.8M
Amount sold: $6.5M
Minimum investment: $250K
First sale: Dec 2025
Incorporated: Limited Liability Company, Delaware, 2025
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

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

Competitors · 1

by search overlap

PointOne3 shared keywordsPointOne automates administrative and time-tracking tasks for large law firms to improve operational efficiency. The company provides data insights to help legal firms make data-driven decisions around staffing, pricing, and innovation as the industry adapts to AI.

Companies competing with PointOne Family Office for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does PointOne Family Office do?: PointOne Family Office (P1FO) is a boutique multi-family office serving ultra-high-net-worth families, offering investment advisory, curated private and direct deals, and integrated family office support covering estate planning, philanthropy, tax, governance, and concierge services. It operates as part of a merchant banking platform alongside an investment banking arm and a principal investing/GP platform.
How much funding has PointOne Family Office raised?: PointOne Family Office has disclosed $6.5M raised across 1 round.
Where is PointOne Family Office headquartered?: PointOne Family Office is headquartered in Manhattan Beach, US.