Family Office · Boulder, CO, United States
BSW Wealth Partners, a Public Benefit Corporation, is a wealth management firm that provides financial planning, investment management, and advisory services. Founded in 1992 and headquartered in Boulder, Colorado, the company serves individuals, families, and institutions with a focus on holistic financial strategies and socially responsible investing. BSW Wealth Partners is recognized for its commitment to client-centered service and its status as a public benefit corporation, reflecting its dedication to positive social and environmental impact alongside financial performance.
Business models
services
Customer segments
Entrepreneurs, High-net-worth individuals, Families, Foundations, Nonprofits
Geography
US
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BSW Wealth Partners, a Public Benefit Corporation deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks BSW Wealth Partners, a Public Benefit Corporation alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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