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
PC Personal Capital	Bucharest, Romania	Corporate VC	FinTech	View fund
PJT Partners	New York, United States	Venture debt	FinTechReal Estate	View fund
Power Corporation of Canada	Montréal, Canada	Fund of fundsPrivate equity	ClimateFinTech	View fund
Ajaib	Jakarta, Indonesia	Corporate VC	FinTechSaaS	View fund
Quadro Capital	Dubai, United Arab Emirates	Private equity	CommerceConsumer	View fund
QF Quantic Financial Solutions	Zürich, Switzerland	Venture debt	AIFinTech	View fund
QG Quantum Global Group		Family OfficePrivate equity	FinTechReal Estate	View fund
RS Rakuten Securities		Corporate VC	FinTech	View fund
Raven Capital Management	Adelaide, Australia	Family Office	FinTech	View fund
RC Regatta Capital Group	El Segundo, United States	Family Office	FinTech	View fund
Reig Patrimonia	Sant Julià de Lòria (Andorra), Andorra	Family OfficePrivate equity	FinTech	View fund
RC Roan Capital Partners	Johnson City, United States	Family Office	FinTech	View fund
R Roklen	Prague, Czechia	Private equityVenture debt	FinTech	View fund
SC Sandon Capital		Venture debt	FinTech	View fund
Savant Wealth Management	Rockford, United States	Corporate VCPrivate equity	FinTech	View fund
Saxo Bank	Copenhagen, Denmark	Corporate VCVenture debt	FinTechSaaS	View fund
S Sayers	Melbourne, Australia	Family Office	FinTechSaaS	View fund
S SEI	Philadelphia, United States	Corporate VC	FinTech	View fund
SFMG Wealth Advisors	Plano, United States	Family Office	FinTech	View fund
IQ-EQ	Luxembourg	Venture debt	FinTechReal Estate	View fund

Data: RaiseHunt investor dataset · Snapshot 16 October 2026 · How this data is built · Report a correction or request removal