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Wealth Manager • Chapel Hill, United States

Old Peak Finance

Old Peak Finance is a wealth manager based in Chapel Hill, United States, founded in 2010. Verified contact details, AUM data, and investment preferences on FindLPs.

2010
Year Founded
Wealth Manager
Investor Type
Chapel Hill, United States
Headquarters
About

Old Peak Finance

Helping tech executives turn equity compensation into lasting wealth. Expect more from your financial plan.

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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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.