ARROWROOT FAMILY OFFICE, LLC
SEC RegisteredSOFTWARE-FOCUSED BOUTIQUE INVESTMENT BANK
About the firm
Arrowroot Advisors is a software-focused boutique investment bank providing M&A advice and financing solutions to emerging and middle-market growth software and web-enabled businesses. The firm concentrates on recurring revenue businesses with subscription or transaction-based pricing models, including SaaS and web-enabled companies. Its mission is to deliver superior results for clients by leveraging deep industry domain insight, positioning expertise, and broad networks of investors and acquirers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sell-side M&A advisory services, including structuring transactions and terms, developing marketing strategies and offering materials, marketing transactions to acquirers, investors, and lenders, negotiating final terms, and managing documentation and closing.
Who they serve
Emerging and middle-market growth software and web-enabled businesses, including SaaS companies, entrepreneurs, and investors; specifically recurring revenue businesses with subscription or transaction-based pricing models.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 818 | $79M |
| High Net Worth Individuals | 595 | $326M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $8.0M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10M | 1.00% |
| $10M to $30M | 0.90% |
| Above $30M | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARROWROOT FAMILY OFFICE, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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