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
A4 AURIS 4 INVESTMENTS	Barcelona, Spain	Family Office	FinTechReal Estate	View fund
AI AXN Investments	Orlando, United States	Family OfficePrivate equity	AIClimate	View fund
Bridge Capital Holding	Beirut, Lebanon	Family OfficePrivate equity	FinTech	View fund
Broad Creek Capital	New York, United States	Family OfficePrivate equity	FinTechReal Estate	View fund
Canas Capital	Dubai, United Arab Emirates	Family OfficeVenture capital	FinTechReal Estate	View fund
CF Carpa Family Office	Brazil	Family Office	FinTech	View fund
CA Cordoba Advisory Partners	New York, United States	Family Office	FinTech	View fund
CA Cumberland Advisors	Los Angeles, United States	Family Office	FinTech	View fund
D DivCapital	Lebanon	Family OfficePrivate equity	FinTech	View fund
DH DMI Holdings	Dallas, United States	Family Office	Real Estate	View fund
DW Dowgate Wealth	London, United Kingdom	Family Office	FinTech	View fund
EC Elysium Capital Management	Miami, United States	Family Office	Real EstateTravel	View fund
EG EWM Group	Hawthorne, Australia	Family Office	FinTech	View fund
F FirstCape	Auckland, New Zealand	Family Office	FinTechSaaS	View fund
FW Fosun Wealth	Hong Kong	Family Office	FinTech	View fund
Frontier Path Venture Capital	Woodland, United States	Family Office	FinTechReal Estate	View fund
GF Glennice Fund		Family OfficeVenture debt	AIConsumer	View fund
Global Eye Investments	Los Angeles, United States	Family Office	FinTech	View fund
GA Greenspring Advisors	Towson, United States	Family Office	FinTech	View fund
HF Highview financial	Oakville, Canada	Family Office		View fund

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