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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, 20254 months ago

Amount Raised

$30 Million

OmahaFinanceFinancial Services

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.

Company Information

Company

Silverleaf Wealth Management

Location

Omaha, Nebraska, United States

About

Silverleaf Wealth Management is an independent wealth advisory firm comprised of wealth advisors across the United States. The company provides financial and investment management, tax planning, estate planning and other services. With longstanding client relationships, Silverleaf's personalized offerings help clients address their financial goals and objectives. Silverleaf professionals have years of experience in financial services and work with clients through all stages of life.

Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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