General Info
Financial Planning Asset Allocation
Location: New York
Country:
Industries:
Investment Regions:
Investment Stages: late-stage, pre-seed, seed, series-a
Website: http://www.ritholtzwealth.com/
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🤖 AI Activity Report
Status: very-active
AI Reasoning: Found evidence that Josh Brown of Ritholtz Wealth Management personally invested in FINNY AI Inc.; source dated March 2025, which is within 3 months before Nov 1, 2025? Wait date difference: March 2025 is 8 months before Nov 1, 2025 – that’s between 6 and 3 months? Actually March to Nov is 8 months -> between 12 and 6 months? That’s 8 months -> falls into low-active. But other results show March 2025 only. However visit indicated March 16, 2025. That is 7.5 months before. That places between 12 and 6 months -> low-active.
Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.
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