First Trust Portfolios

Investor type

VC

Founded

1991

AUM

-

Location

United States

$1-5 m

Investment Ticket

3-5 years

Investment Horizon

Series B

Investment Stage

Sale to strategic investor, IPO

Exit Strategy

Profile

First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991 with a mission to offer trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies.

Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results.

Industry

Business Services (B2B) Fintech Cannabis Consumer Products Consumer Services (B2C) Financial Services

Region of investment

North America

Contacts

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Name
Title
Email
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BbpseW4AgxtnN6GY Managing Director, National Sales
Managing Director, National Sales
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BbpseW4AgxtnN6GY Senior Vice President | Advisory Consulting Group | Director of Digital & Social Media Consulting
Senior Vice President | Advisory Consulting Group | Director of Digital & Social Media Consulting
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BbpseW4AgxtnN6GY Managing Director, RIA & Institutional
Managing Director, RIA & Institutional
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BbpseW4AgxtnN6GY Managing Director | Capital Strategies Group
Managing Director | Capital Strategies Group
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