# Saxe Capital

Saxe Capital is a Venture Capital based in Roseville, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Roseville, United States
- **Address:** Roseville, United States
- **Assets under management:** Undisclosed
- **Website:** www.saxecapital.com
- **LinkedIn:** https://www.linkedin.com/company/saxecapital

## Regulatory record

- **Reports private funds:** No

## About

Saxe Capital is a Roseville, United States-based firm described as venture capital but operating as a wealth management provider offering integrated financial planning, tax strategy, and investment coordination. Through its WealthCentra OS platform, the firm serves 7–9 figure entrepreneurs, first-generation business owners, corporate executives, high-earners, and high-net-worth retirees. The firm positions itself as "The Entrepreneur's Chief Wealth Officer," coordinating personal, financial, and business domains within a single unified structure. Its process follows three phases: Diagnose & Design, Integrate & Implement, and Monitor & Optimize, with a designated Family CFO managing day-to-day execution. Saxe Capital aligns tax, legal, investment, insurance, and business strategies, aiming to build transferable enterprise value and reduce tax drag. The firm's affiliations include LPL, and it has been featured in outlets such as The New York Times, Fortune, Barron's, and Yahoo. No specific AUM, fund sizes, sectors, stages, or portfolio companies are disclosed in the provided materials.

## Sectors

- Venture Capital
- United States

## Questions

### What is Saxe Capital?

Saxe Capital is a Roseville, United States-based firm that provides integrated financial planning, tax strategy, and investment coordination through its WealthCentra OS platform for entrepreneurs, executives, and high-net-worth individuals.

### Who does Saxe Capital serve?

The firm targets 7–9 figure entrepreneurs, first-generation business owners, corporate executives, high-earners, and high-net-worth retirees seeking coordinated wealth management across personal, financial, and business domains.

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Last updated: 2026-07-13T13:14:15.000Z

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