Wealthy & Wise Family Office
wealthyandwisefamilyoffice.com Direct investor
Wealthy & Wise Family Office is a multi-family office with offices in Columbia, Maryland and Seoul, Korea, providing wealth management, succession, tax and estate planning services. It also offers venture capital investment management covering pre-seed to Series A.
Wealthy & Wise Family Office is a family office headquartered in Columbia, United States. It invests directly in companies, from pre-seed to Series A.
“Venture Capital Investment Management, Pre-Seed to Series A Research, Selection & Investment”
— Wealthy & Wise Family Office, own website
- Layer
- Direct investor
- Type
- Family office
- Headquarters
- Columbia, United States
- Invests in
- United States, Korea
Team, as Wealthy & Wise Family Office publishes it
- Dr. Daniel Tai Young Lee Founder & Chief Advisor
- Sangwoo Park CEO - Wealthy & Wise Family Office
- Steve Hsin CFO / Family Legacy Strategist
- Genti Cici Global Investment Strategist
- JaeKyun Kwak Investment Advisor
- Gilyoung Lee Rising Gen Leadership Training Specialist
- Diana Seo Office Manager & Korean Market Partnerships Lead
- Kyunghee Hong Client Relationship Officer
- Yuna Choi Accounting and Compliance Specialist
Names and roles exactly as listed on wealthyandwisefamilyoffice.com. Nothing else about these people is recorded.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 16 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- Anthemis Group 1 shared company: betterment.com
- First Citizens Institutional Asset Management, LLC 1 shared company: betterment.com
- Francisco Partners 1 shared company: betterment.com
- Globespan Capital Partners 1 shared company: betterment.com
- Kinnevik 1 shared company: betterment.com
- Menlo Ventures 1 shared company: betterment.com
- Mobile Internet Capital, Inc. 1 shared company: betterment.com
- Ossian Capital 1 shared company: betterment.com
- Runway Growth Capital LLC 1 shared company: betterment.com
- Second Alpha Partners 1 shared company: betterment.com
and 6 more — the graph.
Where this comes from
Every fact above was read from a page Wealthy & Wise Family Office publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.wealthyandwisefamilyoffice.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, stage_min, stage_max, thesis_quote, description, people, status
Record 20670 · added 2026-11-10 · link last verified 2026-11-10 · confidence medium
Similar investors
- Amidi GroupFamily office · Seed · Redwood City, United States
- Amzak Capital ManagementFamily office · United States
- Arcturus VentureFamily office · Seed – Series A · Scottsdale, United States
- Atmanna Partners LLCFamily office · Short Hills, United States
- AZ CrownFamily office · Seed – Series A · United States
- Beamonte InvestmentsFamily office · New York, United States