Greentree Financial

Greentree Financial

Greentree Financial is a financial advisory and consulting firm that assists companies in obtaining a public listing on U.S. capital markets. The firm provides compliance support for periodic filings required of public companies and offers strategic advisory services for growth planning. It operates offices in Florida and North Carolina.

Founded in 1999
Cornelius, North Carolina, United States
Totals
1Investments
1Portfolio
API IDs
Funded Entity ID
Investor ID

Stats

Most Common Sub-Sector

Design Services

Regular Co-Investors

Pro

1st Investment

OFA Group

·

Post IPO

Nov 5, 2025

Last Investment

OFA Group

·

Post IPO

Nov 5, 2025

Investment Count

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Number of Investments Over Time

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Investments

RoundSource
1OFA GroupPost IPONov 5, 2025
Pro
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Pro

Portfolio

CompanySub-Sectors