Home / LP Directory / Family Office - Multis / Plantation / Greentree Financial Group
Family Office - Multi • Plantation, United States

Greentree Financial Group

Greentree Financial Group is a family office - multi based in Plantation, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Family Office - Multi
Investor Type
Plantation, United States
Headquarters
About

Greentree Financial Group

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 client’s needs.

Investment Focus

What Greentree Financial Group Invests In

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

Contact Greentree Financial Group

FindLPs holds verified direct email addresses and phone numbers for decision-makers at Greentree Financial Group. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.

Unlock Contact Details

Find LPs like Greentree Financial Group

Search 25,850 limited partners with verified contact details.

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.