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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Focus area1

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Firm	Location	Type	Markets	Actions
Ascendo Venture Capital	Miami, United States	Venture capital	EducationFinTech	View fund
AU Atlantic Union Bank	Alpharetta, United States	Corporate VC	ClimateFinTech	View fund
Bridge Money	Chicago, United States	Syndicate / Angel group	ConsumerFinTech	View fund
CC Caleo Capital	Cape Town, South Africa	Family Office	FinTechHealthcare	View fund
Cetera Financial Group	San Diego, United States	Corporate VCPrivate equity	FinTech	View fund
CI Financial	Toronto, Canada	Private equityVenture debt	FinTech	View fund
CC Collective Capital	San Francisco, United States	Family OfficeFund of funds	AIClimate	View fund
F.N.B.	Pittsburgh, United States	Corporate VCVenture debt	FinTechHealthcare	View fund
First Rate Ventures	Arlington, United States	Corporate VC	FinTechSaaS	View fund
FORGE	Somerville, United States	AcceleratorCorporate VC	ClimateFinTech	View fund
FM Future Money	Beijing, China	Venture debt	FinTech	View fund
GB Global Blockchain Ventures	Orlando, United States	Venture capital	AIFinTech	View fund
John Hancock	Boston, United States	Corporate VC	AIFinTech	View fund
Lockstep Ventures	New York, United States	Venture capital	CommerceEducation	View fund
MS&AD Insurance Group	Tokyo, Japan	Corporate VC	FinTechHealthcare	View fund
NC NEMO CAPITAL	Tokyo, Japan	Venture capital	FinTech	View fund
NS Next Sparc Growth Partners	Miami, United States	Family Office	ConsumerEducation	View fund
Nippon Life Global Investors Americas	NY, United States	Private equity	FinTech	View fund
P Papara	Hungary	Corporate VC	FinTech	View fund
PC Pelican Capital	St. Louis, United States	Private equityVenture capital	FinTechHealthcare	View fund

Data: RaiseHunt investor dataset · Snapshot 2 October 2026 · How this data is built · Report a correction or request removal