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Welara

Family office

New York Β· 1 people tracked

Also known as WELARA ASSET MANAGEMENT LLC

Find your way into Welara

301 people in our graph share verified history with the Welara team β€” schools, employers, funds. One of them is your warm intro.

Anthony Philippakisunlockedknows Phil Potter Β· together at Yale University (overlapped)
Γ—9knows the team Β· via Morgan Stanley
Γ—2knows the team Β· via Yale University
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Investment thesis

Welara operates as an independent multi-family office and wealth advisor built for first-generation wealth creators and their families worldwide. It combines wealth, asset, and lifestyle management into an integrated model, aiming to unify the traditionally separate pillars of body, mind, and spirit. The firm positions itself as an alternative to founding a standalone single-family office, letting clients access shared best-in-class specialists across all asset classes and lifestyle services without the overhead of hiring and managing an in-house team. Welara emphasizes bespoke, client-focused service and using design and technology to build more efficient systems that optimize clients' time.

Source: firm website, verified Sep 15, 2026.

HQ
New York, US
Instruments
Equity
Founded
2023
Last 12 months
1 investment
AUM
$83.7M
Tracked investments
1

Team Β· 1 people

from curated

What they invest in

from 1 of 1 portfolio companies

Cleantech Γ—1New Materials Γ—1

HQs:United StatesΓ—1

Investments Β· 1 tracked

founders shown can be your intro path
KMX Technologieskmxtechnologies.comin𝕏Oct 2025

KMX Technologies delivers zero-waste solutions for water treatment, lithium extraction, and critical minerals sourcing using proprietary technology.

CleantechNew MaterialsSharon, US

Zachary Sadow(Chief Executive Officer)in

BoardCynthia Archer(Director)Elijio Serrano(Director)Alexander Crowell(Director)inChristopher Kelley(Chief Operating Officer)

Co-investorsPureTerra VenturesEuropean Investment Fund

Portfolio news

latest coverage across their companies

Principals & officers Β· per Companies House

what is this? β“˜
Colette Young

Director Β· American Β· since 2022

Ownership & control

Colette Young β€” 75–100% of shares, 75–100% of voting rights, right to appoint and remove directors

Frequently asked questions

What sectors does Welara focus on?
Welara focuses on Crypto & Web3, Sector Agnostic.
Where is Welara located?
Welara is headquartered in New York, US.

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