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level equity

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level equitynew york, NY

Additional Information

Level Equity is a lower middle market private investment firm founded in 2009 that provides growth capital and strategic guidance to software and technology-enabled businesses. The firm has $6.5B in assets under management, has made over 125 investments, and operates through growth equity and structured capital business lines.

Specializes in

B2B SoftwareNon-cyclical industries with growing tech spendDurable business modelsLower middle market software focus

Services

Minority Growth CapitalMajority Growth Equity & RecapsStructured Equity & Credit SolutionsStrategic guidance through NextLevel Operations

Established 2009 · Serving North America, Europe, Israel, Australia, New Zealand

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 212-660-2470

Website: http://www.levelequity.com

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How much does a financial advisor cost in new york?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

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Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.