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Dan Shapiro
World Investment Advisors provides comprehensive wealth management solutions, including personalized financial planning, portfolio design, investment strategy,...
Dan Shapiro
World Investment Advisors provides comprehensive wealth management solutions, including personalized financial planning, portfolio design, investment strategy, tax and estate planning, customized retirement plan design and administration, and private client services. Managing Director Dan Shapiro focuses on retirement services for micro and small-plan employers and employees, emphasizing fiduciary best practices, clear communication, and tailored strategies to improve outcomes and mitigate risks. The firm serves businesses, professionals, and their employees.
General information
Firm type
Family Office
Year founded
—
AUM
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Location
Region
North America
Country
United States
City
Seattle
Corporate office
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Frequently asked questions
What is Dan Shapiro?
Dan Shapiro is a family office headquartered in Seattle, United States.
Where is Dan Shapiro headquartered?
Dan Shapiro is headquartered in Seattle, United States, in the North America region.
What does Altss track for Dan Shapiro?
Altss maintains an OSINT-verified profile of Dan Shapiro covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Dan Shapiro?
Dan Shapiro is classified by Altss as a Family Office, operating from United States within the North America region.
How does Altss source intelligence on Dan Shapiro?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Dan Shapiro's Altss profile last updated?
Dan Shapiro's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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