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Circle Financial Group

Circle Financial Group

A venture capital and private equity firm specializing in asset allocation, ongoing investment manager due diligence, tax, and estate planning.

Circle Financial Group is a venture capital and private equity firm specializing in asset allocation, ongoing investment manager due diligence, tax, and estate planning that is headquartered in new York City, New York and was founded in 2003. The firms website is no longer active and Pitchbook lists Circle Financial Group as 'out of business'. 



Investments

The most notable investment made by Circle Financial Group was in LearnVest. The firm made a seed investment in LearnVest on August 31, 2009 and a series B investment in LearnVest on July 12, 2011. 

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