Greentree Financial Group is a family office - multi based in Plantation, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Founded in 1999, Greentree Financial Group, Inc. is a family office with locations in Plantation, Florida and Cornelius, NC. Based on the belief that the U.S. capital markets are the best and most efficient in the world, Greentree leverages its expertise to assist high-growth companies in accessing the U.S. capital markets through a public listing. In addition to navigating clients through the complexities of a public listing, Greentree also assists numerous public companies with its ongoing periodic compliance filing needs. The partners at Greentree work to build a long-term growth strategy that is custom tailored to fit the clients needs.
Investment types: Bridge Financing, Co-Investing, Convertible Note, Direct Investing, Equity Financing, Growth Capital, Listed Equities, Mergers & Acquisitions/Buyouts, PIPE, Pre-IPO, Recapitalization, Restructuring & Turnarounds, Securities, Senior Debt, Short-Term Investments, Small-Cap/Micro-Cap Fund, Structured Equity
Sectors & themes: AI/Robotics/Machine Learning, Healthcare Services, HealthTech/MedTech, Biomedical Technology & Medical Research, Pharmaceutical Research & Development, Business & Administrative Services, Capital Markets, Diversified Finance Consulting, Corporate Finance Consulting, Legal & Tax Services Emerging Technology, Technology, Healthcare, Healthcare & Life Sciences, Digital Health Technologies, Biotechnology & Life Sciences, Professional Business Services, Commercial & Professional Services, Traditional Investments (Liquid Assets), Finance, Financial Services
Preferred geographies: United States
Location: 1000 S. Pine Island Road\nSuite 210\nPlantation\nFlorida\n33324\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.