Rosemont Investment Group is a private equity firm. Based in Conshohocken, Pennsylvania, United States. Known portfolio companies include AdvisorPort, Landmark Management, Northside Capital Management, Veris Wealth Partners and Wilbanks Smith & Thomas, 5 companies in all.
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Investment focus
- Stage
- GrowthLate-Stage
- Focus
- Asset & Wealth ManagementEnterprise SaaSWealth Management
Who to pitch at Rosemont Investment Group
Rosemont Investment Group portfolio companies (5)
- AdvisorPort
- Landmark Management
- Northside Capital Management
- Veris Wealth Partners
- Wilbanks Smith & Thomas
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About Rosemont Investment Group
The firm's listing covers sectors FinTech and SaaS, and focus areas Asset & Wealth Management, Enterprise SaaS and Wealth Management; known deals cluster at Growth and Late-Stage.
The team counts 3 people in our database. Chas Burkhart (CEO) and Chris Banholzer (Director, Investments) are shown as the contacts to pitch.
Frequently asked questions
What is Rosemont Investment Group?
Rosemont Investment Group is a private equity firm based in Conshohocken, Pennsylvania, United States, with a known portfolio of 5 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 Rosemont Investment Group invest in?
Listed sectors include FinTech and SaaS; listed focus areas include Asset & Wealth Management, Enterprise SaaS and Wealth Management. 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 Rosemont Investment Group invest at?
The known deals of Rosemont Investment Group include Growth and Late-Stage rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Rosemont Investment Group?
2 of the 3 people on file at Rosemont Investment Group are listed as contacts for the firm. All 3 have their own profile page.
How do I contact Rosemont Investment Group?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 3 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal