GoalVest Advisory
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
GoalVest Advisory firmographics
Firmographics- Name
- GoalVest Advisory
- Legal name
- GoalVest Advisory LLC
- Website
- https://goalvestadvisory.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
GoalVest Advisory industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Private Equity Fundraising Placement (FSAEALAB)
Keywords
Where GoalVest Advisory is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
GoalVest Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Wealth Management Advisory Fees: Fee-only advisory services where the firm operates without commissions, charging advisory fees based on assets under management. As a fee-only, SEC-registered fiduciary, the firm prioritizes client interests without conflicts that work against clients.
- Venture Capital Fund Management: Closed-end venture growth fund targeting high-net-worth investors and RIAs. Fund I advisory fees of 1.5% per annum plus 15% performance fee. Fund II with LP-friendly structure.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Venture Growth Fund minimum investment |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
GoalVest Advisory product offering
Product offeringCore offering
GoalVest Advisory is a fee-only, SEC-registered investment advisor that provides boutique wealth management for high-net-worth individuals and families with $2 million or more in investable assets. It complements this advisory practice with a venture growth fund series (Fund I launched 2022, Fund II in active raise) targeting late-stage private companies, and a structured notes program offering customized yield and downside protection sourced through institutional partners.
Product overview
GoalVest Advisory offers a unified wealth management platform combining three core services: Wealth Management for high-net-worth individuals with $2M+ in investable assets, Venture Capital through its Venture Growth Fund series providing access to late-stage private companies, and Structured Notes offering alternative investment solutions. The Venture Growth Fund series includes Fund I (top decile performer with 40% net IRR) and Fund II (targeting $50M raise). Structured notes provide customizable hybrid securities with partners including Carlyle, Apollo, JP Morgan, Morgan Stanley, Nomura, and ICapital.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Boutique, fee-only wealth management advisory services for high-net-worth individuals and families with $2 million or more in investable assets, offering personalized portfolio management, tax-efficient strategies, and estate planning as a hands-on, fiduciary offering.
- Venture Capital Late-stage venture capital fund series providing diversified access to high-growth private companies across technology, AI, SaaS, fintech, defense, climate, consumer, and industrials sectors for HNW investors and RIAs.
- Structured Notes Hybrid financial securities combining debt obligations with options packages, offering customizable yield, maturity, underlying reference asset, and protection barriers for enhanced returns or downside protection in up, down, or sideways markets.
- Venture Growth Fund I First closed-end venture growth fund in GoalVest's series, targeting late-stage private companies with multi-channel primary and secondary market deal sourcing across Technology, Consumer, and Industrials. Charges 1.5% advisory fee per annum plus 15% performance fee.
- Venture Growth Fund II Second closed-end venture growth fund in the series, targeting a $50 million raise with approximately 60 LPs and a $250,000 minimum investment, continuing the multi-channel deal sourcing strategy across primary and secondary markets for HNW investors and RIA partners.
Quantifiable outcome
- 40% net IRR for Fund I since inception in April 2022
- +2 more outcomes
Companies that use GoalVest Advisory
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
GoalVest Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
GoalVest Advisory partnerships and signals
Strategic signalScale indicators6 records
Recent moves8 records
Expansion highlights6 records
GoalVest Advisory competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: One of the largest independent RIAs, providing wealth management, financial planning, and investment advisory to HNW households nationwide. Comparable services at much larger scale, representing a competitive incumbent.
- Carson Group: National RIA platform supporting advisors serving HNW clients with wealth management, business consulting, and growth resources. Adjacent competitor offering similar HNW services through a scalable advisor network.
- Mariner Wealth Advisors: Large national RIA platform offering wealth management, tax, estate, and alternative investment services to HNW clients. Overlapping offerings but at far greater scale and with broader geographic footprint.
Direct peers
- Tolleson Wealth Management: Boutique, fee-only RIA serving ultra-HNW families with personalized wealth management and alternative investment access. Comparable in client threshold, fee-only fiduciary model, and emphasis on multi-generational planning.
- Cresset Capital: Wealth management and family office platform serving HNW and UHNW clients with institutional-grade alternative investments and venture exposure. Closely comparable in client profile and integrated alts offering.
- Altfest Personal Wealth Management: Independent, fee-only RIA offering personalized wealth management to HNW individuals and families. Comparable in fee-only fiduciary model, HNW client focus, and boutique service positioning.
- Iconiq Capital: Wealth management firm targeting tech executives and HNW clients with direct venture investing and access to late-stage private companies. Highly comparable given GoalVest's venture fund strategy and concentrated-stock executive clientele.
- Cerity Partners: Wealth management firm serving HNW families and institutions with comprehensive financial planning and alternative investments. Comparable in service breadth and HNW target market, though operating at meaningfully larger scale.
- Aspiriant: Fee-only RIA specializing in serving HNW individuals with holistic financial planning, tax, and estate services. Comparable in client threshold and integrated wealth advisory offering.
Emerging players
- Facet Wealth: Tech-enabled financial planning and wealth management firm serving HNW clients virtually. Adjacent competitor focusing on digital delivery, contrasting with GoalVest's boutique in-person service model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
GoalVest Advisory social profiles
Digital presenceGoalVest Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
GoalVest Advisory leadership team
Management profileNumber of profiles
Profiles9 records
GoalVest Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GoalVest Advisory 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 GoalVest Advisory
What does GoalVest Advisory do?
GoalVest Advisory is a fee-only, SEC-registered investment advisor that provides boutique wealth management for high-net-worth individuals and families with $2 million or more in investable assets. It complements this advisory practice with a venture growth fund series (Fund I launched 2022, Fund II in active raise) targeting late-stage private companies, and a structured notes program offering customized yield and downside protection sourced through institutional partners.
Is GoalVest Advisory a public or private company?
GoalVest Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GoalVest Advisory founded?
GoalVest Advisory was founded in 2017. It employs 1 to 10 people.
Where is GoalVest Advisory based?
GoalVest Advisory is headquartered in New York, United States, in the North America region.
How does GoalVest Advisory make money?
Two revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are venture Capital Fund Management.
Who are GoalVest Advisory's main competitors?
Broad incumbents on record are Creative Planning, Carson Group and Mariner Wealth Advisors. Direct peers are Tolleson Wealth Management, Cresset Capital, Altfest Personal Wealth Management, Iconiq Capital, Cerity Partners and Aspiriant. Facet Wealth is listed as an emerging player.
Does GoalVest Advisory have an API?
No public API is recorded for GoalVest Advisory.
What industry is GoalVest Advisory in?
GoalVest Advisory's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEALAB, Private Equity Fundraising Placement. Its NAICS code is 523940 and its SIC code is 6282.