Investor profile
Adam McKay
Corporate VC, Private equity & CPA / Financial Adviser at Cetera Financial Group
Adam McKay works as a CPA / Financial Adviser at Cetera Financial Group. The firm's known portfolio counts 4 companies.
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Investment focus
- Stage
- Late-Stage
- Sector
- FinTech
- Focus
- RIA AcquisitionsWealth Management
Contacts
Affiliated funds' portfolios
CPA / Financial Adviser at Cetera Financial Group, whose known portfolio counts 4 companies
- CCR Wealth Management
- NetVEST Financial
- Prosperity Advisors
- Wilde Wealth Management Group, Inc.
Investor Profile
The listing covers sector FinTech, and focus areas RIA Acquisitions and Wealth Management. Startups operating in these areas may find Adam McKay relevant.
Cetera Financial Group appears in Late-Stage rounds across its known deals.
The firm portfolio and the focus above give founders context on whether Adam McKay matches their raise.
Colleagues at Cetera Financial Group
Frequently asked questions
Who is Adam McKay?
Adam McKay is a corporate venture investor and private equity investor based in Tampa, Florida, United States, listed as CPA / Financial Adviser at Cetera Financial Group. The known portfolio of that firm counts 4 companies. That portfolio belongs to the firm, not to Adam McKay personally.
What does Adam McKay invest in?
Listed sectors include FinTech; listed focus areas include RIA Acquisitions and Wealth Management. Those tags come from the portfolios of the firms this profile is attached to, so they read as a record of what has been backed rather than a stated preference for what comes next.
What stage does Adam McKay invest at?
Cetera Financial Group appears in Late-Stage rounds across its known deals, and Adam McKay is listed there as CPA / Financial Adviser. Stage is the strongest single filter when you build a target list: an investor with no record at your stage rarely starts with you.
Which firm is Adam McKay listed at?
Adam McKay is listed as CPA / Financial Adviser at Cetera Financial Group. 3 other people in the database share a firm with Adam McKay.
How do I contact Adam McKay?
An email address, a phone number and a LinkedIn page are on file for Adam McKay. The address stays masked on this page and is readable inside RaiseHunt after you create an account.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal