Ritholtz Wealth Management is an employee-owned financial services firm founded in 2013 and headquartered in New York. The firm specializes in providing wealth management and financial planning services to a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, government entities, and corporations. Ritholtz Wealth Management focuses on investment strategies in public equity and fixed income markets globally, aiming to meet the unique financial needs of its clients through personalized asset allocation and planning services.
Focal saves financial advisors 15 hours per week by automating time-consuming tasks before, during, and after meetings. Focal is the only AI meeting management solution purpose-built for financial advisors that offers enterprise-grade security and data controls on Microsoft's most secure infrastructure.
Dispatch
Seed Round in 2024
Dispatch helps independent financial advisors to build ideal firms through strategic investments and advanced technology.
Seeds
Seed Round in 2022
Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align. Founded in 2018, Seeds is enabling the evolution toward truly intentional, purposeful, and personalized investing.
Onramp Invest
Seed Round in 2021
Onramp Invest is a financial technology company that provides a platform designed to integrate traditional and digital asset financial infrastructures. It aims to facilitate the investment, transfer, and management of multi-asset portfolios in real time for investors and their financial advisors. The platform offers a range of features, including diversified model portfolios with qualified custodians, advisor workflow tools, and automated portfolio rebalancing and optimization. By focusing on simplicity and accessibility, Onramp Invest seeks to empower registered investment advisors with the necessary education and resources to effectively manage and grow their clients' cryptocurrency investments, thereby enhancing economic opportunities and fostering greater participation in the evolving digital asset landscape.
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