Family Office · Fort Worth, TX, United States
Rogers Wealth Group is a financial services firm specializing in wealth management, retirement planning, and investment advisory services. Founded in 1995 and headquartered in Fort Worth, Texas, the company provides comprehensive financial planning solutions to individuals, families, and businesses. Rogers Wealth Group is known for its client-focused approach and offers a range of services including portfolio management, estate planning, and employee benefits consulting.
Business models
services
Customer segments
SMB, Enterprise, Consumer
Geography
US
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Rogers Wealth Group 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 Rogers Wealth Group alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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Drop your pitch. Claude scores it on the 8 dimensions VCs read for and ranks the 45,000+ active investors in the database by fit. Rogers Wealth Group is one of them — and we'll tell you exactly where they sit in your top 100.