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
Kenanga Group	Kuala Lumpur, Malaysia	Corporate VC	AIFinTech	View fund
LF La France Mutualiste	Paris, France	Corporate VC	AIFinTech	View fund
LendingTree	Charlotte, United States	Corporate VC	FinTech	View fund
LPL Financial	San Diego, United States	Corporate VC	FinTechSaaS	View fund
M Myinvestor	Barcelona, Spain	Corporate VC	FinTechReal Estate	View fund
Noteus Partners	Paris, France	Private equity	FinTechSaaS	View fund
Old National Bank	Evansville, United States	Corporate VCVenture debt	FinTech	View fund
SW Sagard Wealth		Private equityVenture capital	FinTechSaaS	View fund
PC PL Capital	London, United Kingdom	Venture capital	AIFinTech	View fund
Purpose Unlimited	Toronto, Canada	Corporate VC	FinTechSaaS	View fund
Ritholtz Wealth	New York, United States	Family Office	FinTech	View fund
Sammons Financial Group Companies	West Des Moines, United States	Corporate VC	FinTech	View fund
S SEI	Annville, United States	Corporate VC	AIFinTech	View fund
Canada Life	Toronto, Canada	Corporate VCVenture debt	ClimateFinTech	View fund
TM The Myer Family Company	Indio, United States	Family Office	ConsumerFinTech	View fund
TX The Xander Group	Singapore	Private equityVenture debt	FinTechReal Estate	View fund
TH Triliv Holdings	Dubai, United Arab Emirates	Family Office	AIFinTech	View fund
TTB Partners	Hong Kong	Family OfficePrivate equity	FinTechReal Estate	View fund
V& Vernon & Park Capital	Chicago, United States	Private equity	FinTech	View fund
Vested	New York, United States	Corporate VC	AIFinTech	View fund

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