# Realized Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/realized-technologies

- Industry: Financial Services
- Headquarters: Austin, US
- Website: www.realized1031.com
- Total disclosed funding: $6M
- Latest round: Series A (Sep 10, 2019)
- Investors on record: 2

## About

Realized Technologies, LLC offers specialized wealth management solutions focusing on real estate investments, facilitating a smooth transition for clients towards passive investment strategies.Founded in 2015, Realized Technologies, LLC is based in Austin, US, and primarily focuses on real estate investment management. The company was co-founded by David Wieland, Nick Smith, and Scott Ingraham, with David Wieland serving as the CEO. The company raised USD 6.000 mn in Series A funding on September 10, 2019, led by Calibrate Ventures, with participation from Rice Park Capital. To date, Realized has completed a total of 1 deal.Realized specializes in providing comprehensive wealth management solutions focused on real estate investment through its core offerings, which include the Investment Property Wealth Management® service and the Realized Marketplace. The Investment Property Wealth Management® service assists clients in transitioning from active property management to a passive investment strategy centered around diversifying their real estate portfolios. This service is tailored for accredited investors seeking to achieve specific lifestyle goals while minimizing risks and tax liabilities. The Realized Marketplace grants access to a selection of 30-50 Delaware Statutory Trusts (DSTs) from over 45 reputable sponsors, including firms such as Inland and JLL, catering to investors across the United States and providing tailored investment strategies to manage wealth through strategic real estate investments.Realized generates revenue through its investment advisory services, structured around fee-based models applied to its investment products, such as DSTs and Qualified Opportunity Zones (QOZs). The company engages in B2B transactions by partnering with real estate sponsors and providing clients access to diversified real estate portfolios. Clients typically initiate transactions by consulting with Realized representatives to develop personalized investment plans. The revenue model includes advisory fees based on assets under management and potential commissions from executed real estate transactions, enabling effective service to its client base in navigating wealth management complexities in real estate.Realized Technologies, LLC plans to leverage its recent Series A funding of USD 6.000 mn raised in September 2019, to enhance its service offerings and expand into new markets. The company aims to introduce upcoming products targeting broader demographics of real estate investors, while also looking to penetrate additional regional markets across the United States. The precise timelines for these expansions and product launches will be determined as the company aligns its operational strategies with market demands.

## Funding rounds

- Series A, Sep 10, 2019, $6M — Calibrate Ventures, Rice Park Capital Management

## Investors

- Calibrate Ventures (https://capitalatlas.ai/funds/calibrate-ventures) — Series A
- Rice Park Capital Management (https://capitalatlas.ai/funds/rice-park-capital-management) — Series A