Cetera Financial Group is a corporate venture arm and private equity firm. Based in San Diego, California, United States. Among the 4 companies in the known portfolio are CCR Wealth Management, NetVEST Financial, Prosperity Advisors and Wilde Wealth Management Group, Inc.
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Investment focus
- Stage
- Late-Stage
- Sector
- FinTech
- Focus
- RIA AcquisitionsWealth Management
Contacts
Who to pitch at Cetera Financial Group
Cetera Financial Group portfolio companies (4)
- CCR Wealth Management
- NetVEST Financial
- Prosperity Advisors
- Wilde Wealth Management Group, Inc.
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About Cetera Financial Group
The firm's listing covers sector FinTech, and focus areas RIA Acquisitions and Wealth Management; known deals cluster at Late-Stage.
Of the 4 people on file at Cetera Financial Group, Adam McKay (CPA / Financial Adviser), Brian Wright (Investment Advisor Representative) and Nicholas Doyle (Investor) are listed as the contacts to approach first.
Frequently asked questions
What is Cetera Financial Group?
Cetera Financial Group is a corporate venture arm and private equity firm based in San Diego, California, United States, with a known portfolio of 4 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Cetera Financial Group invest in?
Listed sectors include FinTech; listed focus areas include RIA Acquisitions and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Cetera Financial Group invest at?
The known deals of Cetera Financial Group include Late-Stage rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Cetera Financial Group?
3 of the 4 people on file at Cetera Financial Group are listed as contacts for the firm. All 4 have their own profile page.
How do I contact Cetera Financial Group?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 4 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal