Focus area

Wealth Management Investment Firms

The RaiseHunt database lists 883 Wealth Management investment firms: 809 of them list a portfolio, 5,017 known investments between them and 4,592 people at those firms have a profile here. Most list Seed and Series A among the rounds they take part in; the largest concentrations are in New York, London and San Francisco.

Strongest in New York, London and San Francisco

Backing rounds at Seed and Series A

883
Investment firms
809
With a known portfolio
5,017
Known investments
4,592
People with a profile

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883 Wealth Management investment firms

Showing 1-20

Filters
B
BMO
Canada
Corporate VCPrivate equity
FinTechHealthcare
View fund
ER
Eight Roads
London, United Kingdom
Venture capital
AICommerce
View fund
GF
Google for Startups
San Francisco, United States
AcceleratorCorporate VC
AIFinTech
View fund
CH
Cyberport Hong Kong
Hong Kong
AcceleratorGovernment-backed
AICommerce
View fund
SP
Summit Partners
Boston, United States
Corporate VCFamily Office
ClimateCommerce
View fund
TC
Tectonic Capital
New York, United States
Venture capital
AICommerce
View fund
G
Galaxy
New York, United States
Private equityVenture capital
AIFinTech
View fund
IP
Inflection Point Ventures
Gurugram, India
Syndicate / Angel group
AICommerce
View fund
LC
Launchpad Capital
San Francisco, United States
Venture capitalVenture debt
ConsumerFinTech
View fund
RB
Rainmatter by Zerodha
Bengaluru, India
Corporate VCVenture capital
FinTechFood
View fund
N
Nomura
New York, United States
Corporate VCVenture debt
AIClimate
View fund
OV
Octopus Ventures
London, United Kingdom
Corporate VCVenture capital
AIClimate
View fund
TC
Trifecta Capital
Mumbai, India
Private equityVenture capital
CommerceConsumer
View fund
AV
Arbor Ventures
New York, United States
Private equityVenture capital
AICommerce
View fund
A
Avenir
New York, United States
Private equityVenture capital
AICommerce
View fund
DO
Day One Ventures
San Francisco, United States
Venture capital
AICommerce
View fund
W
Westbridge
London, United Kingdom
Private equityVenture debt
AICommerce
View fund
A
Aviva
London, United Kingdom
Corporate VC
ClimateFinTech
View fund
NV
Nomad Ventures
San Francisco, United States
Venture capital
AICommerce
View fund
RT
Rising Tide Africa
Los Gatos, United States
Syndicate / Angel group
CommerceConsumer
View fund

843 of 883 Wealth Management investment firms, A to Z

Grouped by first letter. Name and profile link only, the detailed rows are in the table above.
Show

A99

  • A-Level Capital
  • AB Ventures
  • Ab Xelerate
  • Abacus Global Management
  • ABG Capital
  • Abra
  • Abry Partners
  • AC Capitales SAFI
  • Accion
  • Achmea
  • Acorn Agri & Food
  • Acrux Capital
  • ACTIVA
  • Advitalize
  • Afak Financial
  • AfterWork Ventures
  • Ag2r La Mondiale
  • AgeTech Capital
  • AHAM Asset Management
  • AirAngels
  • Aix Investment Group
  • Ajaib
  • AKRU
  • Akulaku Group
  • Al Jomaih Holding
  • Alberts
  • Alfar Capital
  • Algae
  • Alinea Invest
  • Alistithmar Capital
  • Alkhair Capital
  • Allegis Capital
  • Allegro Capital
  • Allianz
  • Allianz Life
  • Alloy Labs
  • AlphaSwiss
  • Alpium Capital
  • Altari Ventures
  • Altas Partners
  • Alter Equity
  • Althea Group
  • Altive
  • AM Capital
  • Ambit Private
  • Ambit Private
  • Amerant Bank
  • Ameritas Life Insurance
  • Amity Innovation Incubator
  • Amundi
  • Ana Wealth
  • Andav Capital
  • Andbank
  • Andbank España
  • Angella Invest
  • Anges Québec
  • Ant Group
  • Anthemis Group
  • Aonia Ventures
  • Apex Capital Partners
  • Apicil Group
  • Apis Partners
  • Aquarian Holdings
  • Aquiline
  • Arāya Ventures
  • Arch
  • Archangel Fund
  • Archblock
  • Arena Holdings
  • Arkadios Capital
  • Arkam Ventures
  • Armefin
  • ARQ
  • ArsenoPartners
  • Ascendent Assets
  • Ascendo Venture Capital
  • Ashgrove Capital
  • ASK Capital
  • Aspen Standard Wealth
  • Asr Nederland
  • Assembly Climate Capital
  • Astia
  • Astia Angels
  • Atlantic Capital Bank
  • Atlantic Merchant Capital
  • Atlantic Union Bank
  • ATOM!Q
  • Atomic Invest
  • Audax Private Equity
  • Augmentum Fintech
  • AURIS 4 INVESTMENTS
  • Austin Capital Partners
  • Avant Global
  • Avendus
  • Aviva India
  • Axcel
  • Axle Equity Partners
  • AXN Investments
  • Azimut Investment Management

B48

  • B.P. Marsh & Partners
  • Bajaj Finserv
  • Banca Progetto
  • Banca Sella Holding
  • Bangkok Bank
  • Bank Of The West
  • BankCap Partners
  • Barclays Corporate Banking
  • Barclays Corporate Banking
  • BayLink Capital
  • BCP
  • Beam
  • Beech Tree Private Equity
  • Belfius Bank
  • Belle Haven Investments
  • Beltone Holding
  • Bendigo Partners
  • Benton Street Holdings
  • Berger Financial Group
  • Berliner Volksbank Ventures
  • BharCap Partners
  • BHF Bank
  • Bias Capital
  • Big Sky Capital
  • Bird Capital
  • BitBull Capital
  • Black Tech Nation Ventures
  • BlackFin Capital Partners
  • Blackfin Holdings
  • Blue Leaf Ventures
  • Blue Owl Capital
  • BlueStamp
  • BnkToTheFuture
  • Bodhi
  • BPBI
  • Brand New Day
  • BREEGA
  • Brewer Lane Ventures
  • Bridford Group
  • Bridge Capital Holding
  • Bridge Money
  • Broad Creek Capital
  • Broadhaven Capital Partners
  • Broadridge
  • Brown Advisory
  • Buena Vista Capital
  • BxC Partners
  • BXE Capital

C59

  • C.p. Baker & Company
  • C3 Venture Capital
  • C9 Capital
  • Caleo Capital
  • Cambridge Savings Bank
  • Cameron Ventures
  • Canada Life
  • Canadian Business Growth Fund
  • Canas Capital
  • Candriam
  • Canvas Ventures International Co.
  • Capital Z Partners
  • Capitalizarme
  • CAPTRUST
  • Carlyle AlpInvest
  • Carpa Family Office
  • Caser
  • Cathay Financial Holding
  • Centrum India
  • Cetera Financial Group
  • Chaifetz Group
  • Charles Schwab
  • Cherokee & Walker Management
  • Chromo Invest
  • Chronos Venture Capital
  • Chrysalis Investments
  • CI Financial
  • Cinven
  • Circle Bay Capital
  • Claritas Capital
  • Cleo Capital
  • Clinton Capital Partners
  • Clocktower Technology Ventures
  • Club Italia Investimenti 2
  • Cmfg Ventures Discovery Fund
  • Cofco
  • Collective Capital
  • Columbia Bank
  • Computershare
  • Congress Avenue Ventures
  • Connection Capital
  • Connetic Ventures
  • Contrarian Thinking Capital
  • Cordoba Advisory Partners
  • Corient
  • Correlation Risk Partners
  • Corsair
  • Coventures
  • CPP Investments | Investissements RPC
  • Craigie Capital
  • CRED
  • Crédit Mutuel Arkéa
  • Crescenta
  • Cresset
  • Crestview Partners
  • Cumberland Advisors
  • Curql
  • Currimjee Group
  • Cypher Capital

D23

  • Daba
  • Dai-ichi Life Holdings
  • Daiwa Pi Partners
  • Dbj Capital
  • Degroof Petercam
  • Delinian
  • Deutsche Vermögensberatung
  • Development Bank Of Wales
  • Dezerv
  • die Bayerische
  • Digest & Invest by eToro
  • Distributed Ventures
  • Distrito
  • DivCapital
  • DMI AIF - The Sparkle Fund
  • DMI Holdings
  • Dowgate Wealth
  • Dragon Capital
  • Dragoneer Investment Group
  • Draper Goren Holm
  • Dunedin Private Equity
  • Dvara Holdings
  • Dynasty Financial Partners

E33

  • E*TRADE from Morgan Stanley
  • Eagle10 Ventures
  • Earlsfield Capital
  • Earlybird (acquired By Acorns)
  • East Valley Ventures
  • Edge Capital Group
  • Edge Focus
  • Edison Partners
  • Edward Jones
  • EFG Hermes
  • Element Pointe Family Office
  • Elev8 Venture Partners
  • Elevation Point
  • Elkstone Capital Partners
  • Elysium Capital Management
  • Emerson Equity
  • Emigrant Partners
  • Emmeline Ventures
  • Empire Life Insurance
  • ENAM
  • Envestnet
  • Equity Banque Commerciale du Congo
  • Ersel
  • Estancia Capital Management
  • ETFS Capital
  • Eurizon Capital
  • Eurobank
  • Euroclear
  • EuroFinance
  • Evolution Ventures
  • EWM Group
  • Expanse Venture Partners
  • Expara IDM Ventures

F53

  • F.N.B.
  • Faber Capital
  • Faering Capital
  • Falcon Wealth Planning
  • Family Office (pvtcap.org)
  • Farther
  • Female Invest
  • Ferst Capital Partners (FCP)
  • Fiat Ventures
  • Fidelity International Strategic Ventures
  • Fideuram - Intesa Sanpaolo Private Banking
  • Financial Health Network
  • Finleap
  • Finnovista
  • FINTECH Circle
  • FinTech Collective
  • Fintech Nation
  • Firebolt Ventures
  • First Foundation
  • First Horizon
  • First Rate Ventures
  • First Row Partners
  • First Trust Capital Partners
  • FirstCape
  • Five Arrows
  • Fivet Fintech (formerly Avaloq Ventures)
  • Flexpoint Ford
  • Flight Deck Capital
  • Flutterwave
  • Flux Capital
  • Fnex
  • FNZ
  • Fondazione Di Sardegna
  • Forecast Labs
  • FORGE
  • Form Ventures
  • Formuepleje
  • Fosun Wealth
  • Founders Committee Ventures
  • Founders Factory
  • Freetrade
  • Fremont Group
  • Frontier Path Venture Capital
  • fronttrail Equity Partners
  • FTV Capital
  • Fuel Ventures 🚀
  • Full Spectrum Capital
  • Full Stack Capital
  • Fundamental Ventures
  • Funtap
  • Futu Holdings
  • Future Money
  • Fwd Fuji Life Insurance

G28

  • GBM
  • Gedik Yatırım
  • General Global Capital
  • Generation Investment Management
  • Genstar Capital
  • Geras Partners
  • Gjensidige
  • Glennice Fund
  • Global Blockchain Ventures
  • Global Eye Investments
  • Globespan Capital Partners
  • Globivest
  • Good & Well
  • Gpi Capital
  • GPS Investment Partners
  • Grail Partners
  • Grand Industrial
  • Green Visor Capital Management Co.
  • Greenspring Advisors
  • Groupe Duval
  • Groww
  • Grupo Solum
  • GSF
  • GTCR
  • Guardian Capital Group
  • Guardian Life
  • Guinot Prunera
  • Gvc Gaesco Group

H19

  • H2 Ventures
  • HarbourVest Partners
  • Harvest Partners
  • Hauser Private Equity
  • HDFC Bank
  • HDFC securities
  • HDS Capital
  • Heritage Capital
  • High Systems
  • Hightower Advisors
  • Highview financial
  • Hilbert Group
  • HIVE Invest
  • Hottinger Group
  • Household Capital
  • Hq Trust
  • HUB612
  • Hub71
  • Hwabao WP Fund Management

I36

  • IA Capital Group
  • iA Financial Group (Industrial Alliance)
  • iCapital
  • ID8 Investments
  • IDEON Financial Solutions
  • Ideosource VC
  • iFlip Invest
  • Igah, Ventures.
  • IGM Financial
  • Illuminate Financial
  • Im Fndng
  • Impact Investors
  • Impression Ventures
  • IndiaQuotient
  • Indosuez Wealth Management
  • Industrial Thought
  • Inflection Point Ventures
  • Innate Capital Partners
  • Insignia Ventures Partners
  • Inspira Financial
  • Integral Private Wealth
  • Interactive Brokers
  • Interaudi Bank
  • Interchange Capital Partners
  • Invest Blue
  • Investec
  • Investec
  • Invested
  • Investio
  • Investment Management (investment-management)
  • IQ-EQ
  • Is Portfolio
  • Isalt
  • Islamic Finance Guru
  • Itajubá Investimentos
  • IW Private Investments

J12

  • J.C. Flowers & Co.
  • J.P. Morgan Private Bank
  • Jackson
  • Jackson Square Ventures
  • Jacobs Asset Management
  • Jainam Broking
  • JM Financial
  • John Hancock
  • Jordan Park Group
  • Jtc
  • Julius Baer
  • Juxtapose

K33

  • K33
  • K50 Ventures
  • Kairos Partners Sgr
  • Kaleo Ventures
  • Kallpa SAB
  • Kapital
  • Karān Wealth Management Boutique
  • Kauffman Fellows
  • Kayne Anderson Capital Advisors
  • KCRise Fund
  • Kelso & Company
  • Kemmons Wilson Companies
  • Kenanga Group
  • Kera Capital Partners
  • Kesha Ventures
  • KeyCapital
  • Keyhaven Capital Partners
  • Keyrock
  • Kiara Capital
  • Kiatnakin Phatra Financial Group
  • Kilde
  • Kiln
  • Kingfisher Investment Advisors
  • Kluz Ventures
  • Kotak Mahindra Bank
  • Kotak Securities
  • KPG Ventures
  • Kristal.AI
  • Kristal.AI
  • Krungsri Finnovate
  • Kudu Investment Management
  • Kuvare Holdings
  • Kuwait Investment Projects Company

L27

  • L&G – Asset Management
  • La Caisse (Caisse de dépôt et placement du Québec)
  • La France Mutualiste
  • Latour
  • LCG Capital
  • Lee Equity Partners
  • Left Lane Capital
  • Legal & General
  • Legg Mason (Acquired by Franklin Templeton)
  • Leitmotiv Private Equity
  • LendingTree
  • Level Ventures
  • Lgt Group
  • Libero Capital
  • Liberty Venture Partners
  • Lightbridge Partners
  • Lloyds Banking Group
  • LNC Partners
  • Loanify Capital
  • Lockstep Ventures
  • Lone Pine Capital
  • Long Angle
  • Long Arc Capital
  • Lovell Minnick Partners
  • LPL Financial
  • Lun Partners Group
  • LYNK Markets

M35

  • Macif
  • Main Set
  • Mako Capital Group
  • Mako Trading
  • Mandalore Partners
  • Manulife
  • Matrixport
  • Mattioli Woods
  • Maycomb Capital
  • MB Financial
  • Meixin Global
  • Mendon Venture Partners
  • Mercer
  • Merchant
  • Mercury Capital Investments
  • Meritech Capital
  • Metis Family Office
  • MetLife
  • MicroVentures
  • Midland States Bank
  • Mintos
  • Mirae Asset Securities
  • Miura Capital
  • Money Forward
  • MoneyLion
  • Moneysupermarket Group (inactive)
  • Moonfare
  • Mora Financial
  • Morningstar
  • Motive Partners
  • Mount Row Partners
  • MS&AD Insurance Group
  • MSD Partners
  • MUFG Innovation Partners
  • Myinvestor

N30

  • Nakamoto
  • Nassau Financial Group
  • Natixis Asset Management
  • Naus7 Capital
  • NAV Capital
  • NCH Capital
  • NEMO CAPITAL
  • Nesa Capital
  • Nesvold Capital Partners
  • Newport Private Wealth
  • NEXT Frontier Capital
  • Next Sparc Growth Partners
  • Nft Ventures
  • NI Capital
  • Nile Capital Group
  • Ninety One
  • Nippon Life Global Investors Americas
  • Niveshaay Investment Advisory
  • NN Ventures
  • Noemis Ventures
  • Nomura Asset Management
  • Nordwand Capital
  • Northern Right Capital
  • Northland Wealth Management
  • Nortia Capital
  • Noteus Partners
  • Nuvama Wealth and Investment
  • Nventures
  • Nz Funds
  • NZX

O19

  • Oakwise Capital
  • Old Mutual Investment Group
  • Old National Bank
  • One97 Communications
  • OneAscent
  • Onex
  • Opal Capital
  • Open Dmat Account
  • Operative
  • Opto Investments
  • Orbis
  • Orchid Asia Group Management
  • Oriental Patron
  • Original Capital
  • ORIX Growth Capital
  • Osk Ventures International
  • Outliers Venture Capital
  • Outpost
  • Ovo Fund

P44

  • Pacific Life
  • Pact
  • Paerel Investment
  • Papara
  • Param Capital
  • PartnerRe
  • Patrimonial Assets Holding
  • PayU
  • Peak XV Partners
  • Pelican Capital
  • Peloton Capital Management
  • Penta Investments
  • PeopleTech Partners
  • Perceptive Ventures
  • Performance Preservation Capital Partners Pty
  • Perigon Wealth Management
  • Perle Ventures
  • Perscitus
  • Personal Capital
  • Phenomenal Ventures
  • PhillipCapital
  • Phoenician VC
  • Pine Brook Partners
  • Pitt Capital
  • Pivot Investment Partners
  • PJT Partners
  • Pko Bp
  • Pks Capital
  • PL Capital
  • Plural Vc
  • Polar Capital
  • Pollen Street Capital
  • Polytechnique Ventures
  • Port Jackson Family Office
  • Portfolio Medics
  • Portfolio Ventures
  • PortfolioPilot
  • Poste Italiane
  • Power Corporation of Canada
  • Principal Financial Group
  • Protofund
  • Pruven Capital
  • Public
  • Purpose Unlimited

Q4

  • Quadro Capital
  • Quantic Financial Solutions
  • Quantum Global Group
  • Queen City Fintech

R31

  • Rabil Ventures
  • Radicle Impact Partners
  • Rakuten Securities
  • Rampersand
  • Raseed Invest
  • Rasmala
  • Raven Capital Management
  • Rebalance Capital
  • Red Bike Capital
  • Red Hook Capital
  • Redpoint eventures
  • Reform Ventures
  • Regatta Capital Group
  • Reig Patrimonia
  • Republic Capital Group
  • ResilienceVC
  • Resonant Capital Advisors
  • Reverence Capital Partners
  • Reverent Partners
  • Rhombuz VC
  • Richmond Global Ventures
  • Ring Capital
  • Rise Growth Partners
  • Ritholtz Wealth
  • Roan Capital Partners
  • Roklen
  • Rose Tech Ventures
  • Rosemont Investment Group
  • Route 66 Ventures
  • Royal London
  • Russell Investments

S78

  • S&T Bank
  • Saama
  • SaaSholic
  • Sadhan Wealth
  • Sagard Wealth
  • SALT
  • Saltwater Fund
  • Sammons Financial Group Companies
  • Samsung Life Insurance
  • Sanabil
  • Sanctuary Wealth
  • Sandon Capital
  • Saturn Partners
  • Savant Wealth Management
  • Saxo Bank
  • Sayers
  • SB Investment Partners | Family Office
  • Sbi Life Insurance
  • Scalable Capital
  • Schütz Family Office
  • Search Fund Accelerator
  • Securitize
  • Seed Starter Čs
  • SEI
  • SEI
  • Semantic Ventures
  • SenaHill Partners
  • Serengeti Asset Management
  • Seven West Media
  • SFMG Wealth Advisors
  • Shapers
  • ShareWellVC
  • Shop Your Way
  • SIFPrime - All About Specialized Investment Fund (SIF)
  • Signatures Capital
  • SIGNET
  • Siguler Guff & Company
  • Silicon Beach Investment Group
  • Silver8 Capital
  • Silverstein Properties
  • Simcorp
  • Simmons Bank
  • Singlife
  • Sino
  • SkyKnight Capital
  • Smallcase
  • Snowball Finance
  • Soaring Startup Circle Venture Partners
  • Söderberg & Partners Asset Management
  • SoLo Funds
  • Soltis Investment Advisors
  • Sovereign Capital Partners
  • St Galler Kantonalbank
  • Stardust
  • Starr Companies
  • Start Ventures
  • Startive Ventures
  • Startup Farm
  • State Street Global Advisors
  • Stealth Capital
  • Stearns Financial Group
  • Stellan Capital
  • Steward Partners
  • Stockbit
  • Stocktwits
  • Stone Point Capital
  • Strandview Capital
  • Strategic Investor Group
  • Subconscious Ventures
  • SUM Ventures
  • Summit Financial
  • Sun Hung Kai & Co.
  • Sun Life
  • Sure Ventures
  • Sweat Equity Ventures
  • Sweater
  • Swift River Investments
  • Swizzle Ventures

T47

  • Tactico
  • Talanx
  • Tarsadia Investments
  • Teamworthy Ventures
  • Tengelmann Ventures
  • TH Capital
  • TH Lee Putnam Ventures
  • The 4100 Group
  • The Abernathy Group
  • The Braunfeld Group
  • The Community Fund VC
  • The Council
  • The Currency Exchange Fund
  • The Cynosure Group
  • The Edgewater Funds
  • The Founders Arena
  • The Motley Fool
  • The Myer Family Company
  • The National Commercial Bank - AlahliNCB
  • The Wells Investment
  • The Xander Group
  • Thea Capital
  • Thien Viet Securities
  • ThirdStream Partners
  • THL Partners
  • Thomson Reuters
  • Threadneedle Strategies
  • Three Fish Capital
  • Thrivent
  • TIAA
  • TIFIN
  • Tipsons Group
  • TIW Capital Group
  • TMX Group
  • Tokai Tokyo Financial Holdings Inc (TO91)
  • Transamerica
  • Treasury
  • Trepp
  • TrezoFin
  • Triliv Holdings
  • Tripple
  • Tristan Capital
  • Trog Hawley Capital
  • True Capital Management
  • TTB Partners
  • Tuscan Ventures
  • TwinFocus

U9

  • UBS Wealth Management
  • Union Investment
  • United Capital Management of Kansas
  • University Bank
  • University Growth Fund
  • University Of Illinois Foundation
  • Unpopular Ventures
  • Upfront Ventures
  • UTurn Investments

V19

  • Valar Ventures
  • Valeas Capital Partners
  • Värde Partners
  • Vef
  • Velocity Capital Fintech Ventures
  • Ventech China
  • Venturerock
  • Vernon & Park Capital
  • Vested
  • Vestigo Ventures
  • Vfd Group
  • VIA AM
  • Vibe Capital Partners
  • Vidici Ventures
  • Viewpoint Ventures
  • Vision Ventures
  • Vitruvian Partners
  • Volery Capital Partners
  • Vontobel

W30

  • Wacai.com
  • Wahed
  • Walkabout Ventures
  • Wall Street Investments
  • Wave Digital Assets
  • Waverton Investment Management
  • Wealth Group
  • Wealth Managers United
  • Wealth Partners Capital Group
  • Wealth8
  • Wealthfront
  • Wealthsimple
  • WealthX
  • Webull
  • Weisshorn
  • WestCap
  • Westpac
  • Westside Investment Management
  • White Bay Group
  • Williams Trading
  • Willow Wealth
  • Wind Information
  • Wint Wealth
  • WisdomTree Asset Management
  • Witz Ventures
  • Wlth.xyz
  • Wonder Capital Group
  • WonderFi
  • Woodside Holdings
  • WSFS Bank

X4

  • Xanara
  • Xen Capital
  • Xtripe Angels
  • XVC Tech

Y3

  • YAN Fund
  • Yellow Brick Road
  • Yunfeng Financial Group

Z11

  • Z47
  • Zavarovalnica Triglav
  • Zeal Ventures
  • Zeke Capital Advisors
  • Zerodha
  • Zest Equity
  • Zevin Asset Management
  • Zino Ventures
  • Zodia Custody
  • ZUU Co.
  • Zyon Capital Partners

#9

  • 10 East
  • 1248 Holdings
  • 1818 Venture Capital
  • 1871
  • 257 DeFi Technologies Europe
  • 3TS Capital Partners
  • 4growth VC
  • 7GC & Co. Holdings
  • 8i Holdings

Frequently asked questions

How many Wealth Management investment firms are on RaiseHunt?

RaiseHunt lists 883 Wealth Management investment firms.

How many of them have a known portfolio?

809 of the 883 firms list at least one portfolio company, 5,017 known investments between them.

Who can I reach at these firms?

4,592 people working at them have a profile here, each with their role at the firm and whether an email address is on file.

Where are most Wealth Management investment firms based?

The largest concentrations are in New York, London and San Francisco.

What rounds do Wealth Management investment firms take part in?

Most list Seed and Series A among their stages.

How do I contact Wealth Management investment firms?

Every firm page shows whether an email address is on file, and the named contacts at that firm. The addresses themselves, along with AI matching and outreach, are in the RaiseHunt app.

Is the list of Wealth Management investment firms free to browse?

Yes. The directory and every firm page are free to read. Matching your own startup against them requires an account.

Do Wealth Management funds only back Wealth Management companies?

No. A focus area is a signal of interest, not a restriction. Firms usually list several, and the useful question is whether the existing portfolio looks like the kind of company you are building.

How many firms should I approach?

Far more than feels comfortable. Response rates on cold outreach are low even when the fit is good, so a short list of perfect names tends to stall. Build a long list, sort it by how well each firm matches what you are building, and work down it in batches rather than sending everything at once.

What should I have ready before reaching out to a firm?

A short deck, a one-paragraph description of what you do and who it is for, and a clear number for how much you are raising. Partners read the first two lines before they decide whether to open the deck, so those lines matter more than the rest of the document.

Does a warm introduction still matter with a fund?

It helps, mostly because it moves your email out of a crowded inbox. It is not a requirement. A cold message that shows you understand what the firm has already backed, and why your company fits that pattern, gets read more often than a vague introduction from a distant contact.

How does a decision get made inside a firm?

Usually by a group rather than by the person you first spoke to. One partner sponsors the deal internally and takes it to the rest, which is why the process runs longer than an angel conversation and why a single enthusiastic meeting is not yet a commitment.

Does the location of a firm matter?

Less than it used to. Plenty of firms back companies outside their own city, and remote first meetings are normal. Being nearby helps with introductions and later conversations, but it is rarely the thing that decides an investment.

Data: RaiseHunt investor dataset · Snapshot 27 August 2026 · How this data is built · Report a correction or request removal