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
Sadhan Wealth	United Arab Emirates	Operator-led	FinTech	View fund
SB Investment Partners \| Family Office	Boston, United States	Family OfficeSyndicate / Angel group	FinTechReal Estate	View fund
Scalable Capital	München, Germany	Corporate VC	FinTech	View fund
Search Fund Accelerator	New Orleans, United States	AcceleratorVenture capital	FinTech	View fund
S Securitize	Atlanta, United States	Operator-led	FinTech	View fund
ShareWellVC	New York, United States	Venture debt	FinTech	View fund
SIFPrime - All About Specialized Investment Fund (SIF)	Hyderabad, India	Fund of funds	FinTech	View fund
SoLo Funds	Los Angeles, United States	Corporate VC	AIFinTech	View fund
Soltis Investment Advisors	St. George, United States	Family Office	FinTech	View fund
Steward Partners	Stamford, United States	Family Office	FinTech	View fund
Stockbit	Jakarta Pusat, Indonesia	Corporate VC	FinTechSaaS	View fund
TC TIW Capital Group	Dubai, United Arab Emirates	Family OfficePrivate equity	AIConsumer	View fund
TrezoFin	Hyderabad, India	Operator-led	AIFinTech	View fund
TC Tristan Capital	London, United Kingdom	Private equityVenture capital	ClimateFinTech	View fund
T TwinFocus	Boston, United States	Family Office		View fund
Wall Street Investments	New York, United States	Family Office		View fund
Waverton Investment Management	London, United Kingdom	Fund of funds	FinTech	View fund
Wealth8	London, United Kingdom	Operator-led	ConsumerEducation	View fund
WealthX	Sydney, Australia	Operator-led	FinTechSaaS	View fund
Wlth.xyz	Bundall, Australia	Private equity	AIFinTech	View fund

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