Teocalli Capital Partners
Teocalli is a uniquely diverse collective of talent supremely focussed on providing solutions & results for their clients. We have a deep and broad understanding of the Wealth Management sector & ultimately everything which falls under the umbrella of what is defined as the "Capital Markets". What comes with decades of experience are the relationships necessary to efficiently navigate "The Street". We have been called a Capital Markets Concierge. We have our feet solidly planted in two areas (1) Wealth Management which includes advising financial advisors, RIA's and Family Offices and (2) The Capital part of Capital Markets which includes access in many forms whether that be via a SPAC or a Family Office. Always Entrepreneurs at heart as a firm Teocalli reviews a multitude of opportunities on a regular basis with the goal of identifying anything which representing an opportunity for our clients and concurrently for ourselves. We "Invest In Common" - meaning we only engage in opportunities which we would invest our own time & capital in.
New York, New York, United States
Capital Markets
Family Office
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No verticals classified
consulting, recruiting, wealth management, Wall Street, investment management, acquisitions, wirehouse, ria, independent advisors, broker dealers, advice, boutique wealth management, colorado, Writing, practice growth, Analysis, Independence, breakaway broker, registered investment advisor, fiduciary, experienced advice, capital raising, SPAC, Public Markets, Valuation, Growth, StartUps, FinTech, Skiing, SPAC, SPACS, Artificial Intelligence, Cannabis
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2
2020
Triage: advisor_broker — Wealth management consulting and recruiting advisory firm
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