Loading organizations...
Clearwell Group is a family office investment firm providing comprehensive advisory services and control equity investments. The firm integrates investment management, estate planning, philanthropic advisory, and family business consulting, all designed to cultivate strong family culture and ensure the enduring financial and relational health of its client families.
Established in 2009, Clearwell Group was founded on the insight that holistic wealth management, encompassing both financial stewardship and family values, is crucial for multi-generational prosperity. Douglas J. Free serves as Managing Partner, leading the firm in its distinctive approach to family capital and lasting legacy building.
The firm serves affluent families and family enterprises seeking a robust, multi-generational strategy for their assets. Clearwell Group's vision focuses on generating exponential return and significant generational impact, fostering lasting legacies through tailored financial strategies and effective family governance, ensuring long-term success and continuity.
Clearwell Group has 2 tracked investments across 1 company. The latest tracked deal is $18.0M Series B in CareSync in October 2015.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Oct 7, 2015 | CareSync | $18.0M Series B | — | Travis Bond, MD, MBA, CDH Solutions, IAN Sigalow, Harbert Venture Partners, Merck, Tullis Health Investors |
| Oct 22, 2014 | CareSync | $4.3M Series A | CDH Solutions, Clearwell Group, John Tullis | Travis Bond, MD, MBA |
