Wealth management investors
70 investors that name Wealth management among their sectors are recorded here, among them 36 asset managers, 14 family offices, 8 private equity firms and 6 venture capital firms. Stated investment stages run from pre-seed to buyout. Most are headquartered in the United States (11), the United Kingdom (8) and Hong Kong SAR China (7). 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 |
| ALDINI Capital wealth management · debt & equity markets · real estate · commodities & trading |
Layer unknown | Asset manager | Not stated | Wollerau, Switzerland |
| Alliance Partners Capital Limited Equities · Fund Management · Energy & Natural Resources · Real Estate |
Direct + LP | Asset manager | Not applicable | Hong Kong, Hong Kong SAR China |
| Allianz X fintech · insurtech · digital health · mobility |
Direct investor | Corporate venture | Growth | Munich, Germany |
| Alto Private Clients wealth management · investment management · stockbroking · pensions |
Direct investor | Asset manager | Not stated | Guildford, United Kingdom |
| Amrivest Ltd wealth management · asset allocation · private equity |
Layer unknown | Asset manager | Not stated | London, United Kingdom |
| Amwal International Investment asset management · wealth management · investment banking · real estate |
Direct investor | Asset manager | Not stated | Kuwait |
| Anarosa Asset Management AG emerging markets · alternative investment funds · wealth management |
Layer unknown | Asset manager | Not stated | Balzers, Liechtenstein |
| ASK Asset & Wealth Management Group listed equities · alternates · real estate private equity · hedge funds |
Direct investor | Asset manager | Not applicable | India |
| Atlan Family Office wealth management |
Layer unknown | Family office | Not stated | Hamburg, Germany |
| Azimut asset management · wealth management · investment banking · fintech |
Direct + LP | Asset manager | Not stated | Milan, Italy |
| Azura Partners wealth management · private markets · public markets |
Direct + LP | Asset manager | Not applicable | New York, United States |
| Banor SIM wealth management · family office · real estate senior debt · private markets |
Direct + LP | Asset manager | Not stated | Milano, Italy |
| BCO Group wealth management · financial planning · real estate · corporate and tax advisory |
Layer unknown | Family office | Not stated | Lugano, Switzerland |
| Berenberg Wealth Management · Asset Management · Corporate Banking · Investment Bank |
Direct + LP | Asset manager | Not stated | Hamburg, Germany |
| Berkana Patrimônio wealth management · asset management · venture capital · agronegócio |
Direct + LP | Family office | Not stated | São Paulo, Brazil |
| Beryllus Capital real estate · private equity · wealth management · credit |
Direct + LP | Family office | Not stated | London, United Kingdom |
| Bharcap Partners, LLC financial services · wealth management · tax and accounting services · insurance distribution |
Direct investor | Private equity | Growth – Buyout | United States |
| Black Spade Capital Limited equity · fixed income · pre-IPO · real estate |
Direct + LP | Family office | Not stated | Hong Kong, Hong Kong SAR China |
| Braude Wealth wealth management · property · structured products |
Layer unknown | Asset manager | Not stated | Jerusalem, Israel |
| Caleo Capital financial services · wealth management · asset management · private equity |
Direct + LP | Asset manager | Not stated | Johannesburg, South Africa |
| CASH Wealth Management Limited equities · funds · bonds · futures and options |
Direct investor | Asset manager | Not stated | Hong Kong SAR China |
| Constellation Wealth Capital wealth management |
Direct investor | Private equity | Growth – Buyout | Chicago, United States |
| Cornerstone Capital Advisors Ltd asset management · pension funds · institutional funds · wealth management |
Layer unknown | Asset manager | Not stated | Ghana |
| Douro Capital wealth management |
Layer unknown | Family office | Not stated | Recife, Brazil |
| EV Management GmbH Fintech · Beyond Banking · Wealth Management · Daily Banking & Payments |
Direct + LP | Corporate venture | Series A – Series B | Wien, Austria |
| Fintactics Ventures fintech · lending · open banking · DeFi and blockchain |
Direct investor | Venture capital | Pre-seed – Series A | Riyadh, Saudi Arabia |
| Formuesforvaltning wealth management · private equity · real estate · art |
Direct + LP | Asset manager | Not stated | Oslo, Norway |
| GrandBridge Partners Limited quantitative trading · wealth management · private equity · venture capital |
Layer unknown | Asset manager | Not stated | Wan Chai, Hong Kong SAR China |
| Gulf Capital Investment Company (InvestGB) asset management · wealth management · brokerage · investment banking |
Direct + LP | Asset manager | Not stated | Kuwait City, Kuwait |
| Guotai Junan International financial services · asset management · wealth management · corporate finance |
Direct + LP | Asset manager | Not applicable | Hong Kong, China |
| Holbrook Capital Partners Education · Children's Services · Technology Services · Digital Infrastructure |
Direct investor | Family office | Not stated | Henley-on-Thames, United Kingdom |
| Horizon Capital AG trade finance · commodities · natural resources · credit |
Direct investor | Asset manager | Not stated | Geneva, Switzerland |
| J.C. Flowers & Co. Banks · Insurance · Specialty Finance · Business & Insurance Services |
Direct investor | Private equity | Growth – Buyout | New York, United States |
| Jadeite Family Office real estate · wealth management · trusts · alternative investments |
Limited partner | Family office | Not stated | Hong Kong, Hong Kong SAR China |
| Kietex Capital Limited equity finance · wealth management · family office services |
Layer unknown | Asset manager | Not stated | Hong Kong, Hong Kong SAR China |
| Köli Capital structured credit · FIDC · credit rights · wealth management |
Direct + LP | Asset manager | Not stated | Niterói, Brazil |
| Kora Management LP Emerging Internet · Niche Financials · E-Commerce · Digital Payments |
Direct investor | Asset manager | Not stated | Brooklyn, United States |
| Kudu Investment Management, LLC asset management · wealth management |
Direct investor | Private equity | Growth | New York, United States |
| LarrainVial financial services · asset management · wealth management · investment banking |
Direct + LP | Asset manager | Not stated | Santiago, Chile |
| LNC Partners insurance brokerage · risk management · HVAC distribution · franchising |
Direct investor | Private equity | Buyout | Arlington, United States |
| Luge Capital fintech · AI applied to financial services · insurtech · payments |
Direct investor | Venture capital | Seed – Series A | |
| Merchant West Mauritius asset finance · fleet finance · working capital funding · property finance |
Layer unknown | Asset manager | Not stated | Bambous, Mauritius |
| Mills Capital real estate · wealth management · investment · financing |
Layer unknown | Asset manager | Not stated | Buenos Aires, Argentina |
| Momentis Family Office Wealth Management · Fintech & Crypto · Technology & AI · Wellness |
Direct investor | Family office | Not stated | Omaha, United States |
| MSM Investment Advisors (DIFC) Limited wealth management · fixed income · equities |
Layer unknown | Family office | Not stated | Dubai, United Arab Emirates |
| MWA Financial financial advice · wealth management |
Direct investor | Other | Buyout | Hertford, United Kingdom |
| N A Jones Capital Limited wealth management · estate planning · fiduciary services |
Layer unknown | Asset manager | Not stated | |
| Novare Equity Partners Real Estate · Impact Investments · Multi-Managed Funds · Investment Consulting |
Direct + LP | Asset manager | Not stated | Johannesburg, South Africa |
| Pleno Finance wealth management |
Direct + LP | Asset manager | Not stated | João Pessoa, Brazil |
| QED Investors fintech · credit · lending · insurance |
Direct investor | Venture capital | Seed – Growth | Alexandria, United States |
| Raffles Family Office wealth management · investment management · legacy planning |
Direct investor | Family office | Not stated | Hong Kong, Hong Kong SAR China |
| Resolution Ventures Fintech · financial inclusion · financial infrastructure · payments |
Direct investor | Venture capital | Seed – Series A | Singapore, Singapore |
| Ribbit Capital AI · global commerce · infrastructure · wealth management |
Direct investor | Venture capital | Not stated | |
| Riyad Capital asset management · wealth management · brokerage · investment banking |
Direct investor | Asset manager | Not stated | Riyadh, Saudi Arabia |
| RJ+ Asset structured credit · structured funds · wealth management |
Layer unknown | Asset manager | Not stated | Brazil |
| Scarcity Partners Pty Ltd investment management · private markets · venture capital · private equity |
Direct investor | Private equity | Growth | Sydney, Australia |
| SNB Capital asset management · wealth management · investment banking · securities |
Direct + LP | Asset manager | Not stated | Riyadh, Saudi Arabia |
| Swiss-Asia Financial Services Pte Ltd wealth management · fund management · hedge funds · family office services |
Layer unknown | Asset manager | Not stated | Singapore, Singapore |
| TAG Investments accountancy · legal · financial services · wealth management |
Direct investor | Other | Buyout | Manchester, United Kingdom |
| Tatton Asset Management plc discretionary fund management · wealth management |
Layer unknown | Asset manager | Not stated | Wilmslow, United Kingdom |
| Temperance Partners financial services · wealth management · asset management · investment products |
Direct investor | Family office | Not stated | |
| The Financial Gym Advisors wealth management · financial planning · investing · tax strategy |
Direct investor | Asset manager | Not stated | Jersey City, United States |
| ThinCats technology · professional & business services · wealth management · manufacturing |
Direct investor | Other | Not stated | United Kingdom |
| UIL Limited utilities · infrastructure · technology · gold exploration |
Direct investor | Public fund | Not stated | Bermuda |
| Vestra Capital credit · structured funds · wealth management |
Layer unknown | Family office | Not stated | Curitiba, Brazil |
| Viewpoint Ventures producer-led markets · financial services · professional services · local small businesses |
Direct investor | Venture capital | Series B – Growth | New York, United States |
| Wafra International Investment Company private equity · public markets · bonds · Islamic funds |
Direct + LP | Asset manager | Not stated | Kuwait City, Kuwait |
| Walter Global Asset Management asset management · financial services · wealth management |
Direct investor | Private equity | Not stated | |
| 鑫家族辦公室聯盟 (Xin Family Office Alliance) wealth management · real estate · mining · cold storage |
Layer unknown | Family office | Not stated |