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
S SIGNET	Switzerland	Family Office	Real Estate	View fund
S Simcorp	New York, United States	Corporate VC	AIFinTech	View fund
S Smallcase	Bengaluru, India	Operator-led	FinTech	View fund
SG St Galler Kantonalbank		Corporate VC	FinTechReal Estate	View fund
SF Stearns Financial Group	Greensboro, United States	Family Office	FinTech	View fund
SC Stellan Capital	Adelaide, Australia	Family Office	FinTech	View fund
TB The Braunfeld Group	Miami Beach, United States	Operator-led	FinTechFood	View fund
TC The Currency Exchange Fund	The Hague, Netherlands	Venture debt	FinTech	View fund
TC Thea Capital	Boston, United States	Venture capital	AIFinTech	View fund
TS Threadneedle Strategies	New York, United States	Operator-led	FinTech	View fund
TG Tipsons Group	Ahmedabad, India	Venture debt	FinTech	View fund
T Trepp	Chicago, United States	Corporate VC	FinTechReal Estate	View fund
UI Union Investment	Frankfurt, Germany	Private equity	ClimateFinTech	View fund
UC United Capital Management of Kansas	Maize, United States	Family Office	FinTech	View fund
UI UTurn Investments	Grumello del Monte, Italy	Venture debt	FinTech	View fund
VA VIA AM	Paris, France	Venture debt	FinTech	View fund
WG Wealth Group	London, United Kingdom	Family Office	FinTechReal Estate	View fund
WM Wealth Managers United	Bengaluru, India	Family Office	FinTech	View fund
W Wealthfront	Chicago, United States	Corporate VC	FinTech	View fund
W Webull		Corporate VC	FinTechSaaS	View fund

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