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BRAVE NEW WEALTH
Brave New Wealth is an intentionally boutique wealth advisory firm that designs tailored financial structures aligned with clients' values. It emphasizes a...
Overview
Brave New Wealth is an intentionally boutique wealth advisory firm that designs tailored financial structures aligned with clients' values. It emphasizes a human-centered approach—starting with clients' goals, values, and stories rather than templates or sales quotas. The firm works with tech professionals on equity compensation, founders and executives on exit strategy, and values-driven families seeking alignment between wealth and what matters most.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
New York, NY, United States
Principals
Catherine Zinn
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at BRAVE NEW WEALTH?
Catherine Zinn, founder and CEO, leads investment decisions at the firm. She established the firm in 2010 with a focus on impact-driven capital deployment.
What investment stages does BRAVE NEW WEALTH typically target?
The firm focuses on direct investments across growth-stage private equity, real estate, and digital health. It also participates in fund commitments when aligned with its impact mandate.
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