Silverleaf Wealth Management has secured $30M in financing from Turning Rock Partners to support its expansion efforts. This funding will enable Silverleaf to continue its acquisition strategy and expand services to a broader client base.
Mar 13, 2025•4 months ago
Amount Raised
$30 Million
Investors
Turning Rock Partners
Description
Turning Rock Partners has closed a senior financing round with Silverleaf Wealth Management, providing $30M in expansion capital. This investment aims to support Silverleaf's growth and acquisition strategy. Founded in 2009, Silverleaf is an independent wealth advisory firm with a strong history of stable growth. The financing is backed by a solid asset base and cash flow profile.
Funding Insights
Based on industry dataVC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
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