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
W Wacai.com	Hong Kong	Corporate VC	ConsumerFinTech	View fund
WW Willow Wealth	New York, United States	Fund of fundsVenture debt	FinTechReal Estate	View fund
WI Wind Information		Corporate VC	FinTechHealthcare	View fund
1H 1248 Holdings	Kansas City, United States	Family OfficeFund of funds	FinTechReal Estate	View fund
Abacus Global Management	Orlando, United States	Private equityVenture debt	FinTech	View fund
A Achmea	Netherlands	Corporate VC	ConsumerFinTech	View fund
A Algae	Paris, France	Operator-led	FinTechReal Estate	View fund
Aviva India	Gurugram, India	Corporate VC	FinTechHealthcare	View fund
BayLink Capital	San Francisco, United States	Private equity	FinTechHealthcare	View fund
BH Beltone Holding	Egypt	Private equityVenture debt	FinTechReal Estate	View fund
BF Berger Financial Group	Minneapolis, United States	Family Office	FinTech	View fund
BV Buena Vista Capital	Santiago, Chile	Family Office		View fund
CB C.p. Baker & Company	Boston, United States	Syndicate / Angel group	EducationFinTech	View fund
C Cresset	Chicago, United States	Family OfficePrivate equity	FinTechHealthcare	View fund
CG Currimjee Group		Family Office	FinTechFood	View fund
D Daba	Miami, United States	Operator-led	FinTechTravel	View fund
DL Dai-ichi Life Holdings		Corporate VC	FinTech	View fund
257 DeFi Technologies Europe	Limassol, Cyprus	Operator-led	AIFinTech	View fund
WonderFi	Toronto, Canada	Corporate VC	FinTech	View fund
CRED	Bengaluru, India	Corporate VC	AIConsumer	View fund

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