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Cedar Point Capital

Family office

Cedar Rapids · Seed · 8 people tracked

Also known as CEDAR POINT CAPITAL PARTNERS, LLC

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Investment thesis

Cedar Point Capital Partners is a wealth management firm that applies an evidence-based, selective approach to financial planning for individual clients.

Source: firm website, verified Oct 13, 2026.

Stage
Seed
HQ
Cedar Rapids, US
Founded
2022
AUM
$248.1M
Tracked investments
1

Team · 8 people

from the firm's website
Bridget Meier· Partner
Aaron Epstein· Director

A Cedar Point adviser who is an IRS Enrolled Agent and an Accredited Investment Fiduciary (AIF).

Blake Chance· Associate
Bridget Davis

A Cedar Point adviser who holds the Accredited Investment Fiduciary (AIF) designation and is a member of the Financial Planning Association.

David Ernst· Partner

A Cedar Point adviser named to the Corridor Business Journal's Iowa 500 list; holds the Professional Plan Consultant (PPC) and AIF designations.

Khloe Burkum· Associate
Nicholas Timm· Director

A Cedar Point adviser holding the CFP, ChFC, TPCP, and AIF designations and a member of the Financial Planning Association.

Trent Von Ahsen· Partner

An adviser at Cedar Point Capital Partners frequently cited in financial media on portfolio diversification, retirement accounts, and personal finance; holds the AIFA and RMA designations.

What they invest in

from 1 of 1 portfolio companies

Fintech ×1SaaS ×1

HQs:United States×1

Investments · 1 tracked

founders shown can be your intro path
CapWaycapway.com𝕏SeedDefunct

CapWay was a fintech company focused on creating inclusive financial access, but the company has ceased operations.

FintechSaaSAtlanta, US

Sheena Allen(Founder)in

Co-investorsGaingelsNew Orleans Startup FundStacked CapitalY CombinatorBackstage CapitalCollective WOC+14 more

Frequently asked questions

What stage does Cedar Point Capital invest at?
Cedar Point Capital invests at the Seed stage.
What sectors does Cedar Point Capital focus on?
Cedar Point Capital focuses on Fintech.
Where is Cedar Point Capital located?
Cedar Point Capital is headquartered in Cedar Rapids, US.

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