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Palette Wealth Management

Palette Wealth Management

Type

Investor

Founded

2024

Funding Rounds

1

Portfolio companies

1

About Palette Wealth Management

Palette Wealth Management is an open-architecture private banking and wealth management firm serving families and high-net-worth clients. It provides access to public-market, private-market and alternative investment managers, emphasizing objective selection based on investment pedigree, process and performance. Its focus is helping clients preserve and compound wealth across generations through a client-centric, partnership-oriented approach.

Palette Wealth Management investments captured (1)

Company NameStageTotal Deal AmountDate
UndisclosedundisclosedSep 23, 2026