Wingfield Financial Investors
If you are an existing investor, use the portal below to access your dashboard, review fund documents, and track performance.
If you are exploring Fund Two, the portal is also where you begin the accreditation process. Fund Two is a $25M raise, $100,000 minimum, 30 to 36 month hold. Once verified, you will have access to full fund documentation, current portfolio details, and direct communication with the Wingfield Financial team.
Wingfield Financial treats its investors as partners, not passive capital.
Every investor has direct access to the leadership team, monthly updates through the portal, and full visibility into where their capital is deployed.
Easy Access to Your Investment Portfolio
Our Investor Portal includes an easy-to-read Dashboard for a summary of all your investments. It’s designed to keep complex investment information simple and organized.
Understand Your Investments' Assets
Bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and will help you have more informed discussions with our team.
Organize Documents in One Secure Place
Paper documents lack security, can get lost, and are difficult to safely share with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, which is backed by state-of-the-art data security.
Real-Time Investment Performance
It’s important to have real-time visibility to your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with both high-level data and details.