Long Angle
Long Angle is a Dallas-based private membership community and SEC-registered investment adviser serving 8,000+ high-net-worth individuals (average net worth $15M) across 45+ countries, combining curated peer networking with $450M+ in committed alternative investment capital across 50+ SPVs.
- Company typePrivate
- Founded2020
- HeadquartersDallas, United States
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
What Long Angle does
Long Angle is a Dallas-headquartered (Delaware-incorporated) private membership community platform serving high-net-worth individuals with $2.2 million or more in investable assets, primarily entrepreneurs, executives, and investors aged 30-55 with portfolios ranging from $5M to $100M. The platform combines curated peer networking with institutional-grade alternative investment access, requiring prospective members to complete an interview with an existing member and validate their assets before joining. The community has scaled to over 8,000 members across 45+ countries, with an average member net worth of approximately $15 million.
The company's core technology consists of a web platform and mobile application supporting private forums, member profiles, vetted peer advisory groups ("Trusted Circles" of 6-8 members meeting monthly), and a deal flow system for alternative investments. Long Angle also operates as an SEC-registered investment adviser through Long Angle Management, LLC, managing 50+ Special Purpose Vehicles spanning private equity, venture capital, search funds, private credit, secondaries, and real estate. Over $424 million has been deployed through the platform cumulatively, with more than $100 million deployed annually. The company produces proprietary annual research reports on HNW spending, asset allocation, and professional services usage, and publishes the Beyond Wealth Newsletter and Navigating Wealth Podcast.
The business model is freemium: general community membership is free with asset validation, while revenue is generated through optional investment participation fees on SPVs (transaction-based), optional Premier Membership (annual subscription), and optional Trusted Circles peer group fees. Growth is driven by peer referrals within the HNW community, content marketing through proprietary research, and an annual 5-star member retreat plus regional events. The company raised approximately $3 million in June 2025 and is led by Co-Founder and Managing Director Sriram Gollapalli and Managing Director Tad Fallows.
Long Angle firmographics
Firmographics- Name
- Long Angle
- Legal name
- Long Angle, Inc.
- Website
- https://longangle.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Long Angle is a Dallas-based private membership community and SEC-registered investment adviser serving 8,000+ high-net-worth individuals (average net worth $15M) across 45+ countries, combining curated peer networking with $450M+ in committed alternative investment capital across 50+ SPVs.
- Ownership category
- akta.pro rank
Long Angle industry classification
Industry- Product category
- Wealth Management Community Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (52391)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Roll-Up / Buy-and-Build ETA (FSANALAF), Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where Long Angle is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Long Angle business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Investment Participation Fees: Optional fees charged for participation in investment opportunities through Long Angle's Special Purpose Vehicles. Members receive equal access to negotiated fee discounts on institutional-quality alternative investments.
- Trusted Circle Membership: Optional fees for joining peer advisory groups (Trusted Circles) that provide confidential wealth optimization discussions.
- General Membership: Free membership with validation of investable assets exceeding $2.2 million. The community platform, peer networking, and research access are provided at no charge.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free membership with asset validation |
| Subscription | Annual | Premier Membership |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Long Angle product offering
Product offeringCore offering
Long Angle organizes a vetted online community for high-net-worth entrepreneurs, executives, and investors (with $2.2M+ in investable assets) that combines peer networking and confidential wealth discussions with curated institutional-grade alternative investment access through Special Purpose Vehicles (SPVs) across private equity, venture capital, search funds, private credit, secondaries, and real estate. Revenue is generated through optional investment participation fees, Trusted Circles peer group subscriptions, and Premier Membership subscriptions, while general community membership remains free.
Product overview
Long Angle is a private, vetted community platform for high-net-worth individuals (primarily entrepreneurs, executives, and investors with $5M-$100M portfolios) that combines peer networking with institutional-grade alternative investment access. The core platform includes the Community Platform (with member forums, Trusted Circles peer advisory groups, and member events/annual retreat), the Investment Platform (enabling deal flow access through SPVs across private equity, venture capital, search funds, private credit, secondaries, and real estate with full transparency into diligence processes), the Beyond Wealth Newsletter, and the Navigating Wealth Podcast. Long Angle also produces extensive research and educational content including annual benchmark studies on asset allocation, spending habits, and professional services usage, plus educational guides on topics like direct indexing, private credit, and Schedule K-1 tax considerations. The platform operates on a free membership model (with optional paid features for Trusted Circles and investment participation) and requires $2.2M+ in investable assets for membership qualification.
Differentiator
Problem solved
Functional benefit
Products and services
- Long Angle Community Platform A private, vetted community platform for high-net-worth entrepreneurs, executives, and investors with $2.2M+ in investable assets, providing member forums, profiles, peer networking, Trusted Circles access, and curated deal flow. Membership requires an interview with a current member and asset verification.
- Long Angle Investment Platform (SPV Deal Flow) A platform enabling members to access and participate in institutional-grade alternative investments through Special Purpose Vehicles (SPVs) across private equity, venture capital, search funds, private credit, secondaries, and real estate, with full transparency into diligence and underwriting processes and negotiated fee discounts.
- Trusted Circles Vetted peer advisory groups of 6-8 high-net-worth members who engage in monthly confidential discussions on wealth optimization, exit planning, and legacy building; offered as an optional paid membership add-on to the core community.
- Premier Membership An annual subscription tier providing enhanced access and partnership opportunities for high-net-worth members above the free general community membership.
- Annual Member Retreat An exclusive annual 5-star retreat connecting accomplished high-net-worth peers for in-person networking and relationship building as a curated member experience.
Quantifiable outcome
- 94% of members hold private or alternative assets
- +2 more outcomes
Companies that use Long Angle
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
Long Angle technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Long Angle partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Frec (Direct Indexing)coreFrec is a direct indexing platform partner providing members with access to tax-efficient investment strategies. Frec enables owning individual stocks within an index for tax-loss harvesting benefits, with fees starting at 0.10% AUM. The partnership offers Long Angle members preferential access to direct indexing technology.
- High-Net-Worth Insurance Carriers (Chubb, AIG, Berkley One, PURE)minorLong Angle recommends HNW-focused insurance carriers including Chubb, AIG, Berkley One, and PURE for umbrella insurance, home, and auto coverage. The community has also structured a group umbrella policy for members with no underwriting required and coverage available in minutes.
- High-Net-Worth Tax AdvisorscoreLong Angle evaluated dozens of member-nominated tax advisors and selected finalists based on HNW focus, nationwide breadth, and expertise with complex situations. Over 100 members have retained the vetted partner with positive feedback.
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
Long Angle competitors and assessment
Company assessmentDirect peers
- Tiger 21: Tiger 21 is a peer membership organization for high-net-worth investors (typically $10M+ in investable assets) that runs curated peer groups and investment-focused discussions. It is the most direct analogue to Long Angle's Trusted Circles model, targeting the same HNW investor persona with a paid membership model.
- YPO (Young Presidents' Organization): YPO is a global peer community of CEOs and executives that facilitates confidential peer advisory groups (forums), leadership development, and networking. Comparable to Long Angle on the peer-group/community dimension, though broader in scope and focused on operating executives rather than wealth specifically.
- Entrepreneurs' Organization (EO): EO is a global community of entrepreneurs offering peer learning forums, events, and educational programs. Comparable to Long Angle's entrepreneur-founder member base and peer-group structure, with similar membership-gating and event-driven engagement.
Broad incumbents
- iCapital: iCapital is a large fintech platform providing HNW investors and their advisors access to alternative investments including private equity, private credit, and structured solutions. Comparable to Long Angle's SPV/deal-flow offering, but operates as a B2B platform serving advisors rather than as a direct HNW community.
- CAIS: CAIS is a leading alternative investment platform connecting independent wealth advisors with PE, hedge fund, and private credit offerings. Comparable on the alts-access dimension that Long Angle's SPV platform provides, but again serves advisors rather than end investors directly.
- Addepar: Addepar is a wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics, reporting, and alternative investment data. Comparable to Long Angle's investment-adviser data capabilities, but focused on advisor-side software rather than a direct investor community.
- Morgan Stanley Private Wealth Management: Morgan Stanley's Private Wealth Management serves ultra-HNW individuals with personalized investment advisory, alternative investment access, and wealth planning. Comparable to Long Angle on serving HNW investors seeking alternative investments and comprehensive wealth services, though at much larger scale and as a full-service incumbent.
Emerging players
- AngelList: AngelList operates rolling funds, syndicates, and SPV infrastructure enabling accredited investors to participate in venture and private investments. Comparable to Long Angle on the SPV-based access to private deals for accredited/HNW investors, with overlap in alternative investment deal flow.
- Flourish (Flourish Cash/Flourish Financial): Flourish provides financial products and a platform targeted at financial advisors and their HNW clients, including alternative investments, cash management, and lending. Comparable to Long Angle on serving HNW investor needs, with overlap in alternative investment distribution.
Regional players
- Circle (Hedgefunds or HNWCircle communities): Various private peer communities (such as HNW-focused curated networks and masterminds) compete for the same HNW entrepreneur/investor attention as Long Angle. These communities replicate Long Angle's curated peer-group model with selective membership and high-touch events, often serving different geographies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Long Angle social profiles
Digital presenceLong Angle compliance and trust
Trust signalCompliance1 record
Long Angle financial estimates
Financial estimateRevenue estimate
Valuation estimate
Long Angle leadership team
Management profileNumber of profiles
Profiles2 records
Long Angle funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Long Angle M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Long Angle
What does Long Angle do?
Long Angle organizes a vetted online community for high-net-worth entrepreneurs, executives, and investors (with $2.2M+ in investable assets) that combines peer networking and confidential wealth discussions with curated institutional-grade alternative investment access through Special Purpose Vehicles (SPVs) across private equity, venture capital, search funds, private credit, secondaries, and real estate. Revenue is generated through optional investment participation fees, Trusted Circles peer group subscriptions, and Premier Membership subscriptions, while general community membership remains free.
Is Long Angle a public or private company?
Long Angle is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Long Angle founded?
Long Angle was founded in 2020. It employs 1,001 to 5,000 people.
Where is Long Angle based?
Long Angle is headquartered in Dallas, United States, in the North America region.
How does Long Angle make money?
Three revenue lines are on record. Investment Participation Fees are the primary driver. The others are trusted Circle Membership and general Membership.
Who are Long Angle's main competitors?
Direct peers on record are Tiger 21, YPO (Young Presidents' Organization) and Entrepreneurs' Organization (EO). Broad incumbents are iCapital, CAIS, Addepar and Morgan Stanley Private Wealth Management. Emerging players are AngelList and Flourish (Flourish Cash/Flourish Financial). Circle (Hedgefunds or HNWCircle communities) is listed as a regional player.
Does Long Angle have an API?
No public API is recorded for Long Angle.
What industry is Long Angle in?
Long Angle's product category is Wealth Management Community Platform. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSANALAF, Roll-Up / Buy-and-Build ETA. Its NAICS code is 523940 and its SIC code is 6282.