Charles Goldman - Profile and Investment Details

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Past investments:

  • AssetMark
  • Personal Capital
  • AmeriLife Marketing Group
  • Mercer Advisors
  • Genstar Capital
  • Bain & Company
  • Cerity Partners
  • PRIME AE Group
  • Orion
  • CFP Board
  • ACA Group
  • F&S Tool
  • Jiffy.ai

Investor Profile

Charles Goldman is a Private Equity Firm, Angel/Individual, Investor based in Boulder, Colorado, United States with a diverse investment portfolio that includes companies such as AssetMark, Personal Capital, AmeriLife Marketing Group, Mercer Advisors, Genstar Capital, Bain & Company, Cerity Partners, PRIME AE Group, Orion, CFP Board, ACA Group, F&S Tool, Jiffy.ai, . Over time, Charles Goldman has demonstrated experience in supporting a range of businesses across various sectors.

While it is not publicly confirmed whether Charles Goldman is currently seeking new investment opportunities, their past investments provide valuable insight into the types of projects and industries that have attracted their attention.

Startups and entrepreneurs operating in sectors related to Equities, Investment Management, Customer Engagement, Cryptocurrency, Portfolio Management, Artificial Intelligence (AI), Small and Medium Businesses, Finance, Manufacturing, Construction, Market Research, FinTech, Consulting, Market Intelligence, Regulatory Compliance, B2B, Real Estate, Financial Advisory, Risk Management may find it worthwhile to explore potential connections with Charles Goldman, as their portfolio suggests a familiarity and interest in this area.

Understanding Charles Goldman’s investment history can offer useful context for founders considering outreach and help identify whether there is a potential fit based on strategic alignment and market focus.

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