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
Aspen Standard Wealth	New York, United States	Private equity	FinTech	View fund
ATOM!Q	Scottsdale, United States	Family OfficePrivate equity	AIConsumer	View fund
BankCap Partners	DALLAS, United States	Private equity	FinTech	View fund
Beam	New York, United States	Syndicate / Angel group	FinTech	View fund
B Bodhi	Washington, United States	Venture capital	AIClimate	View fund
B BPBI	Mexico City	Family OfficePrivate equity	FinTechReal Estate	View fund
Brown Advisory	Baltimore, United States	Venture debt	AIConsumer	View fund
BXE Capital	Denver, United States	Venture debt	CommerceFinTech	View fund
Centrum India	Mumbai, India	Private equityVenture debt	FinTechReal Estate	View fund
Corient	Miami, United States	Family Office		View fund
EC Edge Capital Group	United States	Family Office		View fund
Element Pointe Family Office	Miami, United States	Family Office		View fund
Emerson Equity	San Mateo, United States	Venture debt		View fund
FO Family Office (pvtcap.org)	United States	Family Office	ConsumerReal Estate	View fund
Farther	New York, United States	Operator-led	FinTechSaaS	View fund
Female Invest	London, United Kingdom	Operator-led	EducationFinTech	View fund
Fnex	Indianapolis, United States	Family OfficeVenture debt		View fund
Formuepleje	Aarhus, Denmark	Private equity	FinTechReal Estate	View fund
Earlybird (acquired By Acorns)	Chicago, United States	Operator-led	ConsumerFinTech	View fund
Guardian Capital Group	Toronto, Canada	Private equityVenture debt	ClimateFinTech	View fund

Data: RaiseHunt investor dataset · Snapshot 26 September 2026 · How this data is built · Report a correction or request removal