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

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Wealth Management883

Firm type

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Investment stage

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Seed21,922
Series A14,713
Late-Stage9,135
Pre-Seed9,097
Series B8,815
Growth8,025

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Sector

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SaaS11,200
Healthcare10,939
FinTech10,637
AI9,451
Hardware8,741
Consumer8,443
Commerce6,120
Climate5,819

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Firm	Location	Type	Markets	Actions
AC Assembly Climate Capital	Sydney, Australia	Private equity	ClimateFinTech	View fund
A Axcel	Copenhagen, Denmark	Private equity	CommerceConsumer	View fund
BM B.P. Marsh & Partners	London, United Kingdom	Private equityVenture capital	FinTech	View fund
BP Bendigo Partners	San Leandro, United States	Private equity	FinTechSaaS	View fund
CF Cathay Financial Holding	Taipei, Taiwan	Corporate VC	AICommerce	View fund
D Dezerv	Mumbai, India	Family OfficeVenture debt	EducationFinTech	View fund
DF Dynasty Financial Partners	Beverly Hills, United States	Family OfficePrivate equity	FinTechSaaS	View fund
EF E*TRADE from Morgan Stanley	Fayetteville, United States	Corporate VC	CommerceConsumer	View fund
EJ Edward Jones	Austin, United States	Corporate VC	FinTechSaaS	View fund
EV Expanse Venture Partners	Dallas, United States	Family OfficeVenture capital	AIConsumer	View fund
GD Groupe Duval	Abidjan, Côte d'Ivoire	Corporate VC	CommerceConsumer	View fund
GG Gvc Gaesco Group	Barcelona, Spain	Venture capital	CommerceFinTech	View fund
IF IGM Financial	Georgetown, Canada	Private equity	FinTechSaaS	View fund
IF Im Fndng	Beirut, Lebanon	Venture capital	AIConsumer	View fund
IB Interactive Brokers	Dublin, Ireland	Corporate VC	FinTech	View fund
I Invested	Mexico	Operator-led	EducationFinTech	View fund
L Latour	Paris, France	Private equityVenture debt	ClimateConsumer	View fund
I Isalt	Neuilly-sur-Seine, France	Private equity	FinTechHardware	View fund
JP Jordan Park Group	New York, United States	Family Office	FinTechFood	View fund
JB Julius Baer	Delhi, India	Corporate VC	FinTech	View fund

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