Falcon Wealth Planning is an operator-led fund. The one team member on file is in Los Angeles, California, United States. The known portfolio is one company, Zoe Financial.
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Investment focus
- Sector
- FinTech
- Focus
- Wealth Management
Contacts
Who to pitch at Falcon Wealth Planning
Falcon Wealth Planning portfolio company (1)
- Zoe Financial
Co-investors
Funds that share portfolio companies with Falcon Wealth Planning.
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About Falcon Wealth Planning
The firm's listing covers sector FinTech, and focus area Wealth Management; listed stages are Pre-Seed and Seed.
Gabriel Shahin (Investor) is listed as the contact to pitch at Falcon Wealth Planning.
Across the known portfolio, 4 co-investors appear alongside Falcon Wealth Planning, including Perigon Wealth Management, Sageview Capital and 1745 Ventures.
Frequently asked questions
What is Falcon Wealth Planning?
Falcon Wealth Planning is an operator-led fund whose one person on file is in Los Angeles, California, United States, with a known portfolio of one company. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Falcon Wealth Planning invest in?
Listed sectors include FinTech; listed focus areas include 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 Falcon Wealth Planning invest at?
Falcon Wealth Planning is listed for Pre-Seed and Seed rounds in the database. 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 Falcon Wealth Planning?
One person at Falcon Wealth Planning is on file, listed as a contact for the firm, with their own profile page.
How do I contact Falcon Wealth Planning?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The one person attached to the firm has their own page, which shows 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