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VerifiedFinancial Services· Founded 2006

Platinum Wealth Venture

Creative Capital for Growth + Innovative Entrepreneurs At Platinum Wealth Venture we work in a consultative way with businesses to help them clarify their story, properly demonstrate their competitive advantage and then match those companies with high net worth investors looking to invest in a small business with plans to become a large business. Our focus is working with existing businesses that have already begun operations and have demonstrated revenue generating capability and now require strategic guidance and financial assistance to break through to the next level. We can assist with not only access to capital investors but also preliminary items such as formalizing your story and presentation, valuation, capital structure across a broad range of industries.

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HeadquartersTampa, United StatesEmployees10(11 to 50)Founded year2006Websitenextlevelinsurancedirect.comLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

10

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Platinum Wealth Venture

9 distinct titles indexed · top 9 shown.

  • 2financial advisor
  • 1analyst
  • 1associate healthcare specialist
  • 1director of corporate development & marketing
  • 1licensed insurance agent
  • 1managing director
  • 1managing partner portfolio manager
  • 1partner
  • 1vice president of compensation

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