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
Fnex	Indianapolis, United States	Family OfficeVenture debt		View fund
Interchange Capital Partners	Pittsburgh, United States	Family Office		View fund
I Investec	Dublin, Ireland	Family Office	FinTech	View fund
Karān Wealth Management Boutique	Tehran, Iran	Family Office		View fund
LC Libero Capital	New York City, United States	Family Office	FinTech	View fund
Long Angle	Global, United States	Family OfficeSyndicate / Angel group	Real Estate	View fund
Port Jackson Family Office	Sydney, Australia	Family Office		View fund
Resonant Capital Advisors	Madison, United States	Family Office		View fund
SB Investment Partners \| Family Office	Boston, United States	Family OfficeSyndicate / Angel group	FinTechReal Estate	View fund
Soltis Investment Advisors	St. George, United States	Family Office	FinTech	View fund
Steward Partners	Stamford, United States	Family Office	FinTech	View fund
TC TIW Capital Group	Dubai, United Arab Emirates	Family OfficePrivate equity	AIConsumer	View fund
T TwinFocus	Boston, United States	Family Office		View fund
Wall Street Investments	New York, United States	Family Office		View fund
Zevin Asset Management	Boston, United States	Family Office		View fund
Zyon Capital Partners	Needham, United States	Family Office		View fund

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