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VerifiedInvestment Advice· Founded 2020

Virtera Partners

Virtera is a boutique investment firm that provides customized, independent investment advice to ultra-high net worth families as we strive to help them preserve and grow their wealth. We specialize in finding hard-to-access alternative investments across asset classes. We work with a limited number of families so that we can provide a personalized, high-touch experience.

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HeadquartersCleveland, United StatesEmployees4(1 to 10)Founded year2020Websitevirterapartners.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

4

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Virtera Partners

5 distinct titles indexed · top 5 shown.

  • 2president and chief investment officer
  • 2senior analyst
  • 1chief financial officer
  • 1director of research
  • 1managing director, investments

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