Strategic Partners

We collaborate with our extensive network of strategic partners by referring them vetted clients and providing access to exclusive platform opportunities.

Our Partners & Friends

How We Can Help

Happy Wellness is an investment group and advisory affiliated with a FINRA-member broker/dealer. We support founders, investors, and strategic partners with expert guidance and access to our curated network. Our partners bring over 40+ years of Wall Street & Startup experience.

We manage a syndicate of 300+ angels, VCs, & family offices, and host private events for our community. Our objective is to de-risk your investment by leveraging our ecosystem—bringing domain expertise, capital, and relationships—to drive toward successful exits.

We have two core divisions of our business:
  1. Fundraising
  2. Consulting

Our Partnership With

The Well is a membership-based organization committed to empowering the Consumer Packaged Goods (CPG) and wellness community.