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Investment firm

Sagard Wealth

Private equity, Venture capital

WebsiteLinkedIn pageCrunchbase profile3known portfolio companies8co-investors

Sagard Wealth is a private equity firm and venture capital firm. Known portfolio companies include Workwolf, Retirable and Formance, 3 companies in all.

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Investment focus

Sagard Wealth portfolio companies (3)

  • Workwolf
  • Retirable
  • Formance

Co-investors

Funds that share portfolio companies with Sagard Wealth.

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About Sagard Wealth

The firm's listing covers sectors FinTech and SaaS, and focus areas API, Developer Tools, Embedded Finance and HR Tech; known deals cluster at Growth, Late-Stage and Seed.

Across the known portfolio, 8 co-investors appear alongside Sagard Wealth, including Nationwide, IA Capital Group and NorthSpring Capital Partners.

Frequently asked questions

What is Sagard Wealth?

Sagard Wealth is a private equity firm and venture capital firm with a known portfolio of 3 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.

What does Sagard Wealth invest in?

Listed sectors include FinTech and SaaS; listed focus areas include API, Developer Tools, Embedded Finance and HR Tech. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.

What stage does Sagard Wealth invest at?

The known deals of Sagard Wealth include Growth, Late-Stage and Seed rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.

How do I contact Sagard Wealth?

Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account.

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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal