Firm type · Focus area

Wealth Management Operator-led Funds

The RaiseHunt database lists 42 Wealth Management operator-led funds: 29 of them list a portfolio, 73 known investments between them and 83 people at those firms have a profile here. That is the overlap between 1,279 operator-led funds and 883 Wealth Management investment firms. Most list Seed and Pre-Seed among the rounds they take part in; the largest concentrations are in London, New York and México.

Part of operator-led funds and Wealth Management investment firms.

Strongest in London, New York and México

Backing rounds at Seed and Pre-Seed

42: Investment firms
29: With a known portfolio
73: Known investments
83: People with a profile

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42 Wealth Management operator-led funds

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Firm	Location	Type	Markets	Actions
IB Invest Blue	Queensland, Australia	Operator-led	FinTech	View fund
Jainam Broking	Surat, India	Operator-led	FinTech	View fund
MT Mako Trading	London, United Kingdom	Operator-led	FinTech	View fund
OneAscent	Birmingham, United States	Operator-led	FinTech	View fund
O Orbis	Delhi, India	Operator-led	FinTech	View fund
Smallcase	Bangalore, India	Operator-led	FinTech	View fund
The Braunfeld Group	Miami Beach, United States	Operator-led	FinTechFood	View fund
Threadneedle Strategies	New York, United States	Operator-led	FinTech	View fund
ZV Zeal Ventures	New York, United States	Operator-led	ConsumerFinTech	View fund
AKRU	Cincinnati, United States	Operator-led	FinTechReal Estate	View fund
Ana Wealth	Zürich, Switzerland	Operator-led	AIFinTech	View fund
ARQ	New York, United States	Operator-led	FinTech	View fund
Farther	New York, United States	Operator-led	FinTechSaaS	View fund
Female Invest	London, United Kingdom	Operator-led	EducationFinTech	View fund
Earlybird (acquired By Acorns)	Chicago, United States	Operator-led	ConsumerFinTech	View fund
RI Raseed Invest	Saudi Arabia	Operator-led	ConsumerFinTech	View fund
Sadhan Wealth	United Arab Emirates	Operator-led	FinTech	View fund
S Securitize	Atlanta, United States	Operator-led	FinTech	View fund
TrezoFin	Hyderabad, India	Operator-led	AIFinTech	View fund
Wealth8	London, United Kingdom	Operator-led	ConsumerEducation	View fund

Data: RaiseHunt investor dataset · Snapshot 16 October 2026 · How this data is built · Report a correction or request removal