Firm type · Focus area

Wealth Management Family Offices

The RaiseHunt database lists 136 Wealth Management family offices: 112 of them list a portfolio, 425 known investments between them and 392 people at those firms have a profile here. That is the overlap between 2,311 family offices and 883 Wealth Management investment firms. Most list Late-Stage and Seed among the rounds they take part in; the largest concentrations are in New York, Boston and San Francisco.

Part of family offices and Wealth Management investment firms.

Strongest in New York, Boston and San Francisco

Backing rounds at Late-Stage and Seed

136: Investment firms
112: With a known portfolio
425: Known investments
392: People with a profile

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136 Wealth Management family offices

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Firm	Location	Type	Markets	Actions
BxC Partners	San Diego, United States	Family OfficePrivate equity	FinTechHealthcare	View fund
CV Cameron Ventures		Family OfficeVenture capital	AIConsumer	View fund
Elevation Point	Minneapolis, United States	Family OfficePrivate equity	FinTech	View fund
LG Lgt Group	Bülach, Switzerland	Family Office	ClimateCommerce	View fund
Apex Capital Partners	Montreal, Canada	Family Office	ConsumerFinTech	View fund
NI Niveshaay Investment Advisory	Surat, India	Family Office	ClimateFinTech	View fund
Söderberg & Partners Asset Management	London, United Kingdom	Family Office	EducationFinTech	View fund
Dezerv	Mumbai, India	Family OfficeVenture debt	EducationFinTech	View fund
Dynasty Financial Partners	St Petersburg, United States	Family OfficePrivate equity	FinTechSaaS	View fund
EV Expanse Venture Partners	Dallas, United States	Family OfficeVenture capital	AIConsumer	View fund
Jordan Park Group	San Francisco, United States	Family Office	FinTechFood	View fund
AC ABG Capital	Washington, United States	Family Office	CommerceConsumer	View fund
Tripple	Melbourne, Australia	Family OfficeVenture capital	CommerceEducation	View fund
CC Caleo Capital	Cape Town, South Africa	Family Office	FinTechHealthcare	View fund
CC Collective Capital	San Francisco, United States	Family OfficeFund of funds	AIClimate	View fund
NS Next Sparc Growth Partners	Miami, United States	Family Office	ConsumerEducation	View fund
SF SchÃ¼tz Family Office		Family Office	FinTechReal Estate	View fund
UO University Of Illinois Foundation	Chicago, United States	Family Office	FinTech	View fund
WH Woodside Holdings	Singapore	Family Office	AIFinTech	View fund
Ritholtz Wealth	New York, United States	Family Office	FinTech	View fund

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