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
TA The Abernathy Group	Miami, United States	Family Office	FinTechReal Estate	View fund
T Thrivent	Minneapolis, United States	Corporate VCPrivate equity	FinTechHealthcare	View fund
TG TMX Group	Toronto, Canada	Corporate VC	FinTechSaaS	View fund
UW UBS Wealth Management		Corporate VCVenture debt	FinTechHardware	View fund
UB University Bank	Rancho Santa Fe, United States	Corporate VCVenture debt	ClimateFinTech	View fund
W Wealthsimple	Toronto, Canada	Corporate VC	FinTechSaaS	View fund
WB White Bay Group	United States	Venture debt	FinTech	View fund
WV Witz Ventures	Nashville, United States	Venture capital	FinTech	View fund
XC Xen Capital	Tokyo, Japan	Venture debt	FinTechHealthcare	View fund
ZT Zavarovalnica Triglav	Slovenia	Corporate VC	FinTech	View fund
1E 10 East	New York, United States	Family Office	FinTechReal Estate	View fund
AC AC Capitales SAFI		Private equity	Real Estate	View fund
AC Acrux Capital	Rio de Janeiro, Brazil	Private equityVenture capital	FinTechReal Estate	View fund
A Advitalize	Princeton, United States	Operator-led	FinTechSaaS	View fund
AF Afak Financial		Venture capital	FinTech	View fund
AC AgeTech Capital	Canada	Syndicate / Angel groupVenture capital	FinTechHealthcare	View fund
AA AHAM Asset Management	Malaysia	Fund of funds	FinTech	View fund
AG Akulaku Group		Corporate VC	FinTech	View fund
AI Alinea Invest	Los Angeles, United States	Operator-led	ConsumerFinTech	View fund
AC Alistithmar Capital	Saudi Arabia	Corporate VCVenture debt	FinTech	View fund

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