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
PP Performance Preservation Capital Partners Pty	Sydney, Australia	Private equity	ClimateFinTech	View fund
PV Phenomenal Ventures	San Francisco, United States	Venture capital	CommerceFinTech	View fund
PC Pks Capital		Venture capital	CommerceConsumer	View fund
RG Rise Growth Partners	Austin, United States	Private equity	FinTech	View fund
SF SchÃ¼tz Family Office		Family Office	FinTechReal Estate	View fund
S Sino	Düsseldorf, Germany	Operator-led	FinTech	View fund
SF Startup Farm		Accelerator	EducationFinTech	View fund
S Stocktwits	Coronado, United States	Corporate VC	ConsumerFinTech	View fund
SV Swizzle Ventures		Venture capital	ConsumerFinTech	View fund
T Talanx	Hannover, Germany	Corporate VC	AIFinTech	View fund
TM The Motley Fool	McLean, United States	Corporate VC	ConsumerFinTech	View fund
UO University Of Illinois Foundation	Chicago, United States	Family Office	FinTech	View fund
VV Vidici Ventures	Åre, Sweden	Venture capital	FinTech	View fund
VC Volery Capital Partners	Greenwich, United States	Private equity	ClimateEducation	View fund
V Vontobel	Chappaqua, United States	Private equity	ConsumerFinTech	View fund
W Wahed	Houston, United States	Corporate VC	FinTech	View fund
WH Woodside Holdings	Singapore	Family Office	AIFinTech	View fund
WB WSFS Bank	Philadelphia, United States	Corporate VCVenture debt	FinTechReal Estate	View fund
AB Amerant Bank	United States	Corporate VCVenture debt	FinTechReal Estate	View fund
AG Apicil Group	France	Corporate VC	FinTech	View fund

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