General Info
Joseph Dionne is a Co-Founder of Private Client Resources, founded in 2000. The firm provides software solutions for private banks and RIAs, with a focus on CRM/client management in the financial services space. The firm’s investment track record and check size are varied and tailored to the client’s needs. The partnership style emphasizes a pre-engagement period to determine needs and costs before on-boarding. The firm has experience, technology, and a new CEO aiming to expand its presence in the RIA space.
Location: Wilton, CT
Country: Canada
Industries: Not available
Investment Regions:
Investment Stages: pre-seed, seed
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🤖 AI Activity Report
Status: not-found
AI Reasoning: I searched for public records, news, and company information linking Joseph Dionne (Co-Founder of Private Client Resources, Wilton CT) to any startup or investment activity. No sources or reports were found indicating investments or deal activity. Because no evidence of any investment date could be located, the appropriate classification is not-found.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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