DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| · candidate Lower middle market | New York, | $3.8B | 7 | 6 | 2023 | |||
| SARASOTA, | $661M | 1 | 15 | 2017 | ||||
| BOSTON, | $190,000 | 2024 | ||||||
| Prairie Du Chien, | 871 | |||||||
| Bellevue, | 247 | |||||||
| REDMOND, | $65.1M | 2026 | ||||||
| BRADENTON, | $123M | 2012 | ||||||
| Wilmington, | 116 | |||||||
| $8.7M | 2026 | |||||||
| Bellaire Beach, | 1 | |||||||
DANIELA SAVOVA TRUVER Person · RIA / Wealth · matched DANIELA SAVOVA-TRUVER · SEQUOIA FINANCIAL GROUP, L.L.C. | 2009 | |||||||
| 1988 | ||||||||
| 2004 | ||||||||
Upper middle market | London, | $13B | 1 | 23 | 13 | 2022 | ||
TRUVIZE FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched TRUVIZE FINANCIAL PLANNING LLC | EL PASO, | $43.6M | 2026 | |||||
| $74.0M | 2026 | |||||||
| 1 | 2 | |||||||
| $56.7M | 4 | 3 | 2029 | |||||
GPV TRUVIAN ACQUISITION COMPANY, LLC Fund · RIA / Wealth · GREATPOINT INVESTMENT MANAGEMENT, LLC Also on Venture Capital | $21.0M | 46 | 2022 | |||||
| · probable Lower middle market | Flagstaff, | $14.0M | 1 | 1 | ||||
NAV TRUVERIS I, LLC Fund · RIA / Wealth · NEW ATLANTIC VENTURES Also on Private Credit, Venture Capital | 18 | 2018 | ||||||
| San Diego, | 107 | |||||||
| HOUSTON, | 1 | 2016 | ||||||
| 2025 | ||||||||
| $8.7M | 2020 | |||||||
| Beachwood, | 1 | |||||||
| $28,552 | 14 | 2018 | ||||||
| 2006 | ||||||||
Kianee Alexis-Nycole Lawrence Person · RIA / Wealth · matched Kianee Truvillon · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| 1978 | ||||||||
| $3.0M | 2023 | |||||||
| $2.9M | 2019 | |||||||
| $18.3M | 18 | 2012 | ||||||
| $14.0M | 97 | 2023 | ||||||
| $38.0M | 10 | 2012 | ||||||
Vitruvian III Co-Investment Partners, LP Fund · Private equity · Quantum Capital Group Also on RIA / Wealth Management | $63.7M | 2017 | ||||||
Vitruvian IV Co-Investment Partners, LP Fund · Private equity · Quantum Capital Group Also on RIA / Wealth Management | $36.3M | 2018 | ||||||
| 1 | ||||||||
| 2 | ||||||||
| 2 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.