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
TM The Myer Family Company	Indio, United States	Family Office	ConsumerFinTech	View fund
TH Triliv Holdings	Dubai, United Arab Emirates	Family Office	AIFinTech	View fund
TTB Partners	Hong Kong	Family OfficePrivate equity	FinTechReal Estate	View fund
1H 1248 Holdings	Kansas City, United States	Family OfficeFund of funds	FinTechReal Estate	View fund
BF Berger Financial Group	Minneapolis, United States	Family Office	FinTech	View fund
BV Buena Vista Capital	Santiago, Chile	Family Office		View fund
C Cresset	Chicago, United States	Family OfficePrivate equity	FinTechHealthcare	View fund
CG Currimjee Group		Family Office	FinTechFood	View fund
HIVE Invest	São Paulo, Brazil	Family Office	FinTech	View fund
IP Integral Private Wealth	Brisbane, Australia	Family Office	FinTech	View fund
NP Newport Private Wealth	Toronto, Canada	Family Office	FinTechHealthcare	View fund
NW Northland Wealth Management	Montreal, Canada	Family Office	FinTechHardware	View fund
Patrimonial Assets Holding	Las Palmas GC, Spain	Family Office	FinTechReal Estate	View fund
SC Stealth Capital	New York, United States	Family Office	FinTechReal Estate	View fund
Strategic Investor Group	Sydney, Australia	Family OfficeVenture debt	ConsumerFinTech	View fund
SR Swift River Investments	Bolton, United States	Family OfficePrivate equity	EducationFinTech	View fund
T4 The 4100 Group	Grand Rapids, United States	Family Office	FinTechHealthcare	View fund
TA The Abernathy Group	Miami, United States	Family Office	FinTechReal Estate	View fund
1E 10 East	New York, United States	Family Office	FinTechReal Estate	View fund
AE Andbank España		Family Office	FinTech	View fund

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