Wealth management investors
25 investors that name Wealth management among their sectors are recorded here, among them 7 asset managers, 7 private equity firms, 4 other investors and 3 family offices. Stated investment stages run from pre-seed to buyout. Most are headquartered in the United States (8), Germany (2) and Hong Kong SAR China (2). Every fact comes from the investor’s own website and links back to the page it was read from. Coverage is incomplete and biased toward investors who publish clearly.
| Investor | Layer | Type | Stage | Headquarters |
|---|---|---|---|---|
| Activa Capital TICC Market · Radio Protection · Training services · Safety Industry |
Direct investor | Private equity | Growth – Buyout | Paris, France |
| Alliance Partners Capital Limited Equities · Fund Management · Energy & Natural Resources · Real Estate |
Direct + LP | Asset manager | Unknown | Hong Kong, Hong Kong SAR China |
| Allianz X fintech · insurtech · digital health · mobility |
Direct investor | Corporate venture | Growth | Munich, Germany |
| ASK Asset & Wealth Management Group listed equities · alternates · real estate private equity · hedge funds |
Direct + LP | Asset manager | Unknown | India |
| Azimut asset management · wealth management · investment banking · fintech |
Direct + LP | Asset manager | Unknown | Milan, Italy |
| Berenberg Wealth Management · Asset Management · Corporate Banking · Investment Bank |
Direct + LP | Asset manager | Unknown | Hamburg, Germany |
| Bharcap Partners, LLC financial services · wealth management · tax and accounting services · insurance distribution |
Direct investor | Private equity | Growth – Buyout | United States |
| Caleo Capital financial services · wealth management · asset management · private equity |
Direct + LP | Family office | Unknown | Johannesburg, South Africa |
| Constellation Wealth Capital wealth management |
Direct investor | Private equity | Growth – Buyout | Chicago, United States |
| Formuesforvaltning wealth management · private equity · real estate · art |
Direct + LP | Family office | Unknown | Oslo, Norway |
| Guotai Junan International financial services · asset management · wealth management · corporate finance |
Direct + LP | Other | Unknown | Hong Kong, China |
| Horizon Capital AG trade finance · commodities · natural resources · credit |
Direct investor | Asset manager | Unknown | Geneva, Switzerland |
| J.C. Flowers & Co. Banks · Insurance · Specialty Finance · Business & Insurance Services |
Direct investor | Private equity | Growth – Buyout | New York, United States |
| Kora Management LP Emerging Internet · Niche Financials · E-Commerce · Digital Payments |
Direct investor | Other | Unknown | Brooklyn, United States |
| Kudu Investment Management, LLC asset management · wealth management |
Direct investor | Other | Unknown | New York, United States |
| LarrainVial financial services · asset management · wealth management · investment banking |
Direct + LP | Asset manager | Unknown | Santiago, Chile |
| LNC Partners insurance brokerage · risk management · HVAC distribution · franchising |
Direct investor | Private equity | Growth – Buyout | Arlington, United States |
| Novare Equity Partners Real Estate · Impact Investments · Multi-Managed Funds · Investment Consulting |
Direct + LP | Other | Unknown | Johannesburg, South Africa |
| QED Investors fintech · credit · lending · insurance |
Direct + LP | Venture capital | Pre-seed – Growth | Alexandria, United States |
| Raffles Family Office wealth management · investment management · legacy planning |
Direct investor | Family office | Unknown | Hong Kong, Hong Kong SAR China |
| Ribbit Capital AI · global commerce · infrastructure · wealth management |
Direct investor | Venture capital | Unknown | |
| Riyad Capital asset management · wealth management · brokerage · investment banking |
Direct + LP | Private equity | Unknown | Riyadh, Saudi Arabia |
| Scarcity Partners Pty Ltd investment management · private markets · venture capital · private equity |
Direct investor | Private equity | Growth – Buyout | Sydney, Australia |
| SNB Capital asset management · wealth management · investment banking · securities |
Direct + LP | Asset manager | Unknown | Riyadh, Saudi Arabia |
| Viewpoint Ventures producer-led markets · financial services · professional services · local small businesses |
Direct investor | Venture capital | Series B – Series C+ | New York, United States |