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HUMANIZE WEALTH
Humanize Wealth is a 100% employee-owned, independent registered investment advisor that is women-led. The firm offers values-driven wealth management...
Overview
Humanize Wealth is a 100% employee-owned, independent registered investment advisor that is women-led. The firm offers values-driven wealth management services balancing individual needs alongside shared prosperity. It was founded to help investors activate their wealth to address inequality and climate change through values-aligned investments.
General information
Firm type
Multi Family Office
Location
Country
United States
City
Seattle
Principals
Leslie Rosenberg
CFP®, Partner & Head of Financial Planning
Kyle Mylius
CFA, Partner & Head of Investments
Jenae Poe
Partner & Head of Client Experience
Sector focus
Frequently asked questions
How does HUMANIZE WEALTH source proprietary deal flow?
The firm sources deals through a combination of existing manager relationships, direct outreach to family offices and institutional investors, and inbound referrals from its client network. It does not maintain a public deal-sourcing platform or database.
Does HUMANIZE WEALTH participate in fund commitments or only direct deals?
The firm engages in both primary fund commitments and direct co-investments. Its strategy includes allocations to private credit funds and hedge funds, as well as direct real estate acquisitions and co-investment opportunities alongside external general partners.
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