Tech Investors

Nicola Wealth Management

Nicola Wealth Management is an investing group that backs tech companies.

Venture Investor Overview

Contact Information

Background Information

Overview

Nicola Wealth Management is more than a financial planning firm. Our proven cash flow approach to money management is enhanced by sophisticated planning to deliver greater tax efficiency and risk-adjusted returns. In developing the business that would become Nicola Wealth Management, John Nicola's frustration with financial solutions for high net worth individuals always stemmed from the same dreary realism: that the traditional approach was not getting the job done.

Profile

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Last Transaction

9/10/2024

Transaction History

Our records indicate that Nicola Wealth Management invested in the VC transactions listed below. Dollar amounts are for the entire raise, which may include other investors.

Investor Contacts

Title

Name

Email & Social

Managing Partner

Jamie Duncan

        

Managing Partner

Rob Edel

        

Managing Partner

Mark Hannah

        

Managing Partner

Karen Ikeda

        

Chief Executive Officer

John Nicola

        

Managing Partner

David Sung

        

Managing Partner

Michael Taylor

        

Funds

No fund closings have been recorded for this company.

Portfolio Companies

Nicola Wealth Management has invested in the companies below, according to our database records. If we are missing a portfolio company, please let us know.

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