Goalvest Venture
Actively deployingNew York City · 7 people tracked
Investment thesis
GoalVest provides boutique wealth advisory and venture capital investing for high-net-worth clients seeking sophisticated investment opportunities and personalized service. The firm aims to democratize access to exclusive investment strategies and institutional-quality offerings previously limited to ultra-wealthy families, combining tailored wealth management with venture capital and structured notes across diverse market conditions.
Source: firm website, verified Jul 21, 2026.
Team · 7 people
from the firm's websiteFounder and CEO with over 20 years of industry experience specializing in tailored portfolio construction for high-net-worth individuals. Before launching GoalVest in 2017, she managed over $4 billion in client assets at a global investment bank and served as a portfolio manager to 150+ independent financial advisors. She holds an MBA from the Wharton School, a BS in Quantitative Methods from Babson College, and the CFA and CPWA designations.
Frequently asked questions
- Where is Goalvest Venture located?
- Goalvest Venture is headquartered in New York City, US.