General Info
Larry Kaplan serves as Executive Vice President of Kaplan Financial Services, offering services in comprehensive wealth management, estate planning, asset management, generational wealth planning, retirement planning, tax planning, and risk analysis. He advises on all aspects of the financial planning process. Lawrence Kaplan is located in Newton, MA. He has an industry experience of 14 years and joined Kaplan Financial in 2009.
Location: New York, NY
Country: United States of America
Industries:
Investment Regions:
Investment Stages: pre-seed, seed
angel-individual
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🤖 AI Activity Report
Status: low-active
AI Reasoning: Search found that Larry Kaplan was an angel investor in Pangea Payments (aka Pangea Money Transfer) with coverage of the seed round dated May 20, 2013. That is over 12 years ago – well beyond the 12-month threshold, so classify as low-active.
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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