Investors in Wealth Management

Showing 1-50 out of 2404 matches

Cerity Partners

Cerity Partners is a national independent financial advisory firm that provides investment advisory, wealth management, and comprehensive financial planning services to individuals, families, businesses, employees, and nonprofit organizations from offices across the United States. The firm offers retirement planning, estate and gift planning, tax planning and preparation, insurance planning and risk management, and business owner advisory and executive financial counseling. Cerity Partners emphasizes objective, client-centric guidance and leverages technology platforms, including Addepar and Orion, to enhance client service delivery.
Made 16 investments in Wealth Management

Alumni Ventures

Alumni Ventures is a venture capital firm based in Manchester, New Hampshire, with offices in New York, Boston, Menlo Park, Chicago, London, and Tokyo. It enables accredited investors, especially alumni networks, to access diversified venture opportunities by co-investing alongside leading venture capital firms. Through funds, syndicates, and investing clubs, it sources opportunities across stages and geographies, conducts rigorous due diligence, and aims for transparent, founder-friendly support. The firm backs a diversified portfolio of startups, including more than 1,600 companies, and has attracted substantial committed capital and a large community of individual investors, underscoring its mission to democratize access to venture capital while partnering with established VC firms.
Made 34 investments in Wealth Management

Tenity

Tenity is a global innovation ecosystem and early-stage investor dedicated to the future of fintech and related industries. The organization runs two core engines: Innovation Partnerships, which collaborates with corporations and governments to design and operate innovative programs, and Venture Capital, investing in early-stage startups. Through a network of hubs, Tenity connects people, capital, and ideas, delivering funding initiatives, hackathons, accelerators, and market activation programs to startups, corporates, governments, and investors across Europe, Asia, and beyond. Established as a spin-off from SIX in 2016, Tenity has expanded its global footprint and strengthened its presence in the UK through strategic acquisitions. It focuses on fintech, insurtech, Web3, and digital health, with activities spanning Europe, the Middle East and Africa, and APAC regions.
Made 47 investments in Wealth Management

Constellation Wealth Capital

Constellation Wealth Capital is a Chicago-based private equity firm founded in 2023 that provides investments and advisory services to wealth management firms in the United States. It focuses on the wealth management sector, addressing capital needs within an $8 trillion assets under management market and more than 18,500 registered investment advisers. The firm differentiates itself by acting as an extension of partner firms, delivering flexible capital solutions to reduce leverage and foster compounding, along with strategic advisory across growth initiatives, business management, technology and operations, and investment platform expansion. The team emphasizes sector knowledge and data-driven insights to help partner firms achieve their strategic goals and improve profitability. Leadership includes Karl Heckenberg as President and Managing Partner, with other partners and advisory leaders guiding client engagements.
Made 12 investments in Wealth Management

FJ Labs

FJ Labs is a New York-based venture capital firm that focuses on marketplaces and consumer-facing startups. It is stage-agnostic, backing seed and Series A rounds, with an investment range of fifty thousand to five million dollars. Founded in 2015 by Fabrice Grinda, the firm leverages its network and experience in the marketplace sector to support founders aiming for rapid growth. The firm maintains a broad portfolio across e-commerce, on-demand services, fintech, and related technologies, with notable investments in Alibaba, Coupang, Delivery Hero, Beepi, BrightRoll, Betterment, Adore Me, and Earnest. FJ Labs emphasizes partnerships with visionary founders and uses its sector expertise to help portfolio companies scale and achieve expansion.
Made 38 investments in Wealth Management

Portage Ventures

Portage Ventures is a Toronto-based global fintech-focused venture capital firm that makes early-stage investments in financial technology and related financial services companies with potential for global impact. As part of Portage, a broader investment platform established in 2016, the firm also supports later-stage growth through Portage Capital Solutions. Portage Ventures pursues a thesis-driven investment approach and leverages a global network of investors and experts to drive value creation for portfolio companies. It seeks opportunities worldwide, with a focus on helping Canadian fintechs scale internationally.
Made 25 investments in Wealth Management

European Bank for Reconstruction and Development

The European Bank for Reconstruction and Development is an international financial institution that provides project financing for banks, industries, and businesses, supports new ventures and investments in existing companies, and collaborates with public authorities to privatize and restructure municipal services. It offers a range of banking products and services, including loans, equity and quasi-equity investments, guarantees, advisory services, trade finance, and loan syndication across sectors such as energy, infrastructure, manufacturing, agribusiness, finance, ICT, and services. Through policy reform dialogue and partnerships with private and public sector actors, it promotes market-oriented reforms and private sector development across Europe, Central Asia, the Middle East and North Africa. Headquartered in London, it operates with a regional focus across Southeastern and Central Europe, the Baltics, Eastern Europe and beyond, supporting sustainable growth and environmental and governance standards.
Made 28 investments in Wealth Management

Ribbit Capital

Ribbit Capital is a Palo Alto-based venture capital firm founded in 2012 that invests in financial services and fintech companies worldwide. It backs startups building infrastructure, platforms, or tools to transform how financial services are delivered, accessed, or experienced, with activity in lending, payments, insurance, banking, and digital assets. The firm also invests in information technology, mobile, and insurance technology sectors as part of its broad fintech focus, supporting early- to growth-stage companies that aim to disrupt financial services.
Made 40 investments in Wealth Management

Goodwater Capital

Goodwater Capital is a San Francisco Bay Area based consumer technology investment firm that backs early-stage startups worldwide, focusing on consumer technology and fintech. Founded in 2014 and headquartered in Burlingame, California, it supports ventures from Series A to IPO using software enabled, data driven approaches to help founders scale and reach millions of customers. It provides portfolio companies with detailed data, concierge services, startup curricula, and strategic advice to accelerate growth across housing, healthcare, food delivery, financial services, education, entertainment, and transportation. The portfolio targets consumer products and services, software, and related sectors, aiming to drive measurable social impact and substantial value for both entrepreneurs and investors.
Made 39 investments in Wealth Management

Motive Partners

Motive Partners is a sector-specialist investment platform and private equity firm focused exclusively on financial technology. Founded in 2016 and headquartered in New York with an office in London, it backs and builds fintech and financial services technology companies to transform markets and models. The firm manages capital across North America and Western Europe, pursuing opportunities in areas such as wealth and asset management technology, banking and payments, insurtech, capital markets, AI, data analytics, and vertical software. Motive Partners operates Motive Ventures, its early-stage investment arm, supporting pre-seed through Series A fintech companies in North America, Europe, and Israel, backed by experienced entrepreneurs, industry veterans, and leading institutions. The firm emphasizes active portfolio involvement and operational improvement to drive long-term value.
Made 22 investments in Wealth Management

Ulu Ventures

Ulu Ventures is a Palo Alto–based seed and early-stage venture capital firm that backs technology companies across enterprise software, B2B and B2C platforms, healthtech, sustainability, fintech, edtech, and blockchain. Founded in 2008, the firm pursues a disciplined, decision-science approach to investing, evaluating risk-reward trade-offs and reducing cognitive bias, often co-investing with other angels or VCs to deploy between $500k and $1M per opportunity. Ulu prioritizes diverse founder teams, including women, minority, URM, and immigrant founders, and supports bold ideas with strong growth potential from seed onward. Based in the Bay Area, it has backed a broad portfolio, including unicorns, reflecting a track record of helping startups scale. The firm emphasizes technology-enabled services and internet-centric opportunities.
Made 22 investments in Wealth Management

Bossa Invest

Bossa Invest is a venture capital firm based in São Paulo, Brazil, founded in 2011. It focuses on software-as-a-service startups in Latin America, providing growth capital, mentorship, and access to a broad network of strategic partners and co-investors to help portfolio companies scale, and operates a corporate venture capital arm that collaborates with corporate partners through flexible operating models and end-to-end support.
Made 41 investments in Wealth Management

Antler

Antler is a global venture capital firm and startup incubator based in Singapore that invests in early-stage technology companies and supports startups across sectors including healthcare, finance, consumer, and software. It builds a worldwide community of co-founders and provides access to talent, mentors, and expert advisors, along with expansion support and capital to help teams form, validate business models, and grow internationally. Antler emphasizes long-term partnerships with portfolio companies, continuing to back ventures through growth stages as they scale.
Made 26 investments in Wealth Management

Tiger Global Management

Tiger Global Management is an investment firm founded in 2001 by Charles (Chase) Coleman that manages capital across public and private markets worldwide. The firm focuses on technology, internet, consumer, and financial services sectors, pursuing high-quality growth opportunities through both public equity and private investments. It maintains a research-driven, long-term approach and acts as a registered investment adviser, building partnerships with innovative companies across multiple regions and growth stages.
Made 29 investments in Wealth Management

Andreessen Horowitz

Andreessen Horowitz is a Menlo Park, California-based venture capital firm founded in 2009 by Marc Andreessen and Ben Horowitz. It funds technology startups across seed to late stages, with investments spanning software, cloud infrastructure, enterprise software and services, consumer internet, fintech, artificial intelligence, crypto, infrastructure, and biotechnology at the intersection of computer science and life sciences. The firm emphasizes supporting portfolio companies through growth and strategic partnerships and maintains a broad tech-focused investment approach, aiming to add value beyond capital.
Made 19 investments in Wealth Management

Rainmatter Capital

Rainmatter Capital is the corporate venture capital arm of Zerodha, based in Bangalore, India. It funds and incubates startups in fintech, climate, media, and health sectors across India, with emphasis on fintech and capital markets ventures. It provides well-equipped workspaces, mentorship, and funding ranging from $100,000 to $1,000,000 in exchange for minority stakes, supporting early-stage companies in India.
Made 15 investments in Wealth Management

Index Ventures

Index Ventures is a venture capital firm headquartered in London with offices in San Francisco and Geneva. It partners with technology entrepreneurs across software, AI, fintech, healthcare, data, media, mobility and related sectors to provide early and growth-stage capital and strategic guidance. The firm supports portfolio companies through all development stages, including sourcing opportunities, due diligence, structuring financing, and ongoing advisory interactions, leveraging a global network of industry connections to help founders scale, enter new markets, attract customers and partners. Notable portfolio companies include Adyen, Deliveroo, Dropbox, Farfetch, King, Slack and Supercell. Index Ventures emphasizes backing exceptional teams with ambitious ideas and provides resources to help them execute growth plans, product development, and market expansion globally.
Made 24 investments in Wealth Management

TTV Capital

TTV Capital is a venture capital firm based in Atlanta, Georgia that specializes in early-stage fintech and financial services technology investments. The firm makes equity investments in private companies, supporting startups across banking, payments, capital markets, data analytics, financial services software, asset management, and related IT services. It backs B2B and B2C fintech ventures with a focus on technology-enabled financial services, including software, data processing, security, cloud infrastructure, and embedded finance. Typical check sizes range from the low millions, targeting annual revenues in the mid to high single digits. The firm emphasizes founder-friendly relationships and leverages deep industry knowledge and connections to support portfolio companies, which span payments, banking, investing, crypto, and other fintech sub-sectors.
Made 20 investments in Wealth Management

FinTech Collective

FinTech Collective is a global early-stage venture capital firm founded in 2012 with offices in New York City and London. It backs entrepreneurs building new ways for money to move, investing across financial services and fintech sectors such as capital markets, wealth and asset management, banking, lending, payments, insurance, and decentralized finance. Backed by leading institutional investors, the firm has supported a broad portfolio of fintech companies and a track record of exits and growth, including MoneyLion, NYDIG, Ocrolus, and Quovo. It publishes a weekly fintech newsletter that provides news and analysis on global trends. FinTech Collective focuses on helping portfolio companies scale through strategic and operational guidance, with an emphasis on global reach and impact.
Made 20 investments in Wealth Management

Gaingels

Gaingels is a venture investment syndicate focused on supporting LGBTQ founders and inclusive leadership by investing across stages and partnering with other venture firms to back diverse, high-potential companies. It maintains a global portfolio of 130+ companies and has deployed tens of millions in capital to date. The organization actively helps portfolio companies identify and recruit diverse talent for C-suite and board roles and cultivates a worldwide network of investors, operators, and entrepreneurs who share a commitment to positive social change through business.
Made 19 investments in Wealth Management

Anthemis Group

Anthemis Group is an independent London-headquartered investment firm focused on financial technology and insurance technology companies in the United States and Europe. It backs startups from pre-seed through Series A and beyond, providing capital and strategic guidance across fintech, insurtech and related sectors. The firm aims to drive change in finance by supporting ventures that improve resiliency, transparency, access and equity in the financial system, and it collaborates with a diverse set of founders to accelerate growth across North America and Europe.
Made 32 investments in Wealth Management

ICONIQ Capital

ICONIQ Capital is a global multi-family office and investment firm based in San Francisco that provides financial advisory and family office services while managing direct investments across asset classes. The firm focuses on technology-driven opportunities, including enterprise software, fintech, information technology, artificial intelligence, and healthcare IT, and pursues growth equity, venture capital, middle-market buyouts, and real estate. It serves influential families and organizations, acting as a trusted advisor to facilitate strategic relationships, governance, and impact initiatives. ICONIQ operates with a network of offices in San Francisco, London, Palo Alto, Singapore, and New York, and maintains a registered investment adviser framework. Through growth platforms such as ICONIQ Growth, the firm supports early-stage to later-stage software and information technology companies, leveraging a broad ecosystem of leaders and founders to accelerate value creation. The company emphasizes a global reach and a disciplined, long-term investment approach.
Made 12 investments in Wealth Management

Keiretsu Forum

Keiretsu Forum is a global, invitation-only investment network of accredited private equity investors, venture capitalists, and corporate/institutional investors. It operates as a forum-based community that sources and presents investment opportunities, conducts due diligence, and allows members to invest in high-growth companies across technology, health care, consumer products, energy, and other sectors. The organization emphasizes collaboration, mentorship, and access to resources, enabling members to syndicate deals and share expertise through chapters and events worldwide. Since its founding in 2000, Keiretsu Forum has built a worldwide platform for networking, deal flow, and education, connecting entrepreneurs with capital and strategic guidance while fostering cross-border investment and knowledge exchange.
Made 14 investments in Wealth Management

Valar Ventures

Valar Ventures is a New York-based venture capital firm founded in 2010 that invests in early-stage technology companies, with a focus on financial technology. Backed by Peter Thiel, it partners with entrepreneurs globally and supports growth beyond Silicon Valley, emphasizing differentiated products, scalable models, and international expansion. The firm targets fintech segments such as payments, digital banking, tax, wealth management, insurtech, and fintech infrastructure, aiming to build a diversified portfolio and help founders scale opportunities worldwide.
Made 26 investments in Wealth Management

Headline

Headline is a venture capital firm founded in 1998 in San Francisco that operates globally with early-stage and growth funds, enabling investments across geographies and stages. The firm maintains presence in the United States, Europe, Asia, and Brazil, supporting founders from seed to Series B and beyond, and leading rounds at every stage. Headline Asia, based in Tokyo, serves as the firm's venture arm for East, South and Southeast Asia, focusing on sectors such as business software, media, financial services, healthcare, AI, fintech, e-commerce, big data, cloud technology and other technology domains. The firm backs a diverse portfolio of companies across consumer and enterprise technology, and aims to partner with founders to identify local trends, provide strategic support, and lead rounds to help ventures achieve growth and impact.
Made 17 investments in Wealth Management

Illuminate Financial

Illuminate Financial is a London-based venture capital firm focused on fintech and enterprise software for financial services. The firm operates with teams in London, New York, and Singapore and uses a thesis-driven approach to back technology that addresses evolving market needs. It invests in early-stage and growth companies building solutions in fintech, enterprise AI, and related risk, data, and compliance applications. By combining capital with access to a broad network of financial institutions, the firm helps portfolio companies scale by connecting founders with investors, banks, and strategic partners, providing insight and market demand. This ecosystem-centric model aims to accelerate opportunities and informed decision-making across the global financial services landscape, with a reach across the UK, Europe, the United States, and beyond through collaboration with industry participants.
Made 16 investments in Wealth Management

European Investment Fund

European Investment Fund is the EU's financing arm for small and medium-sized enterprises and mid-caps, providing financial instruments to improve access to affordable financing across businesses throughout their lifecycle. It focuses on supporting innovation, growth, competitiveness, social impact, and sustainability across the EU, including funding for infrastructure investments. By leveraging its capital base, the EIF fosters public-private partnerships to amplify investment and shares risk with banks, funds, and other partners to mobilize lending to SMEs and equity funding for startups through guarantees and equity instruments across EU member states, candidate countries, and EFTA states.
Made 8 investments in Wealth Management

Mubadala Capital

Mubadala Capital is an asset management firm based in Abu Dhabi, United Arab Emirates. It operates as the financial investment arm of Mubadala Investment Company, a government-backed sovereign investor. Mubadala Capital manages investments across private equity, public equity, credit, and venture capital. It pursues opportunities across North America, Europe, the Middle East, and North Africa in sectors including enterprise software, cloud and digital infrastructure, logistics, mobility, tech-enabled healthcare, fintech, insurtech, consumer, and marketplaces.
Made 9 investments in Wealth Management

Digital Currency Group

Digital Currency Group is a corporate venture capital and investment firm based in Stamford, Connecticut, that builds and supports bitcoin and blockchain companies by providing insights, networks, and access to capital. The company operates core platform assets including CoinDesk, Genesis Trading, and Grayscale Investments, and pursues investments in fintech, bitcoin, web3 infrastructure, platforms, decentralized finance, data, metaverse, and other blockchain-related sectors.
Made 13 investments in Wealth Management

Fin Capital

Fin Capital is a global asset manager founded in 2018 that focuses on full lifecycle investing in B2B fintech software companies. The firm partners with repeat entrepreneurs who have deep financial services experience and differentiated products, pursuing a hands-on approach across multiple markets. Headquartered in San Francisco with offices in Los Angeles, London, Miami, and New York, Fin Capital targets investments across eight fintech software sub-sectors, including Enterprise AI Enablement, BankTech, B2B Payments, CFO Tech Stack, Asset and Wealth Management, Capital Markets, RiskTech and Cyber, Vertical Fintech, and InsurTech. The firm emphasizes long-term relationships and active collaboration to support growth and scale within its portfolio.
Made 13 investments in Wealth Management

Eight Roads Ventures

Eight Roads Ventures is the corporate venture capital arm of Fidelity International and a global venture capital firm that backs technology and healthcare companies worldwide. It operates from offices in the United Kingdom, United States, China, India, and Japan and invests across early, growth, and growth-stage opportunities, often taking minority stakes and seeking board seats. The firm supports portfolio companies through its global platform and has backed notable companies across software, fintech, enterprise technology, digital health, and consumer tech, including AppsFlyer, Icertis, Paidy, Hibob, and Neo4j. Assets under management are described as in the billions, reflecting its scale as a long-standing partner to disruptive startups around the world.
Made 16 investments in Wealth Management

Speedinvest

Speedinvest is a European venture capital firm headquartered in Vienna that operates across six offices in Europe, the Middle East and beyond. It backs founders from pre-seed to growth through sector-focused investment teams and provides day-one access to a global network of corporate customers, experts and follow-on investors to help scale faster. The firm focuses on six verticals—AI and infrastructure, climate and industrial tech, deep tech, fintech and DeFi, health and bio, and marketplaces and consumer—and supports portfolio companies from initial funding through subsequent rounds. Speedinvest actively engages with its companies, leading a large share of initial investments and maintaining a high level of follow-on activity, with notable portfolio companies including Bitpanda, Moove, Tide, GoStudent and cylib. The firm operates across Europe and beyond, aiming to unlock momentum for builders through the power of more and to help them scale smarter and faster.
Made 14 investments in Wealth Management

Kudu Investment Management

Kudu Investment Management is a New York-based investment firm formed in 2015 that provides capital to asset management and wealth management firms pursuing ownership transfers, partner liquidity, management buyouts, or acquisition and growth financing. It focuses on minority-stake investments and risk-sharing arrangements intended to help managers maintain independence and principal control while pursuing growth. Positioned as a long-term partner, the firm emphasizes alignment with principals and continuity of operations, delivering value-added support without dictating liquidity decisions.
Made 14 investments in Wealth Management

Desjardins Group

Desjardins Group is the largest cooperative financial institution in North America, with a nationwide presence across Canada since 1900. It provides a broad suite of financial services to individuals and businesses, including accounts, cash management, financing and loans, mortgages, credit and prepaid cards, insurance, retirement and wealth management, investments and securities, and international banking. It also offers corporate and employer solutions, fiduciary services, and advisory capabilities, supported by integrated online and mobile platforms. Desjardins emphasizes social responsibility and local economic development, reflecting its cooperative model that gives members voting rights and potential rebates. The group serves diverse sectors through a network of member organizations and subsidiaries, delivering accessible financial products while focusing on sustainable, community-oriented growth.
Made 8 investments in Wealth Management

QED Investors

QED Investors is a fintech-focused venture capital firm based in Alexandria, Virginia, founded in 2007. The firm backs companies across the financial services lifecycle from pre-seed to IPO and provides hands-on guidance drawn from deep operating experience to help founders optimize unit economics, compliance, growth, and partnerships. It maintains a global footprint with investments across the United States, Europe, Latin America and Asia, and has built a portfolio of more than 250 companies in 27 countries, including 31 unicorns, with billions of dollars of assets under management.
Made 27 investments in Wealth Management

Clocktower Technology Ventures

Clocktower Technology Ventures is a Santa Monica, California-based venture capital firm founded in 2015 that concentrates on financial services innovation and fintech. The firm backs early-stage and growth-oriented technology companies across insurance, payments, personal finance, lending, credit, asset management, and related financial ecosystems. It maintains a global reach across North America, Europe, and Latin America, and leverages its network of institutional investors, policymakers, and hedge fund managers to support portfolio companies. Clocktower emphasizes technologies such as artificial intelligence, blockchain, and cloud computing to improve efficiency, accessibility, and outcomes in finance and adjacent sectors.
Made 20 investments in Wealth Management

General Catalyst

General Catalyst is a venture capital firm that funds early-stage and growth companies across sectors including consumer, enterprise software, fintech, crypto, and healthcare. Based in San Francisco with offices in Cambridge, Massachusetts and other locations, it provides capital and strategic guidance to help entrepreneurs build scalable, durable businesses. The firm emphasizes the use of technology, including artificial intelligence, to accelerate growth and drive meaningful impact. General Catalyst partners with management teams to support product development, go-to-market strategies, and organizational growth, aiming to back companies with potential for wide adoption and long-term value creation, rather than focusing solely on near-term exits.
Made 15 investments in Wealth Management

AlbionVC

AlbionVC is a London-based venture capital firm and the technology investment arm of Albion Capital Group. Founded in 1996, it backs visionary founders across seed, early, and later stages, providing long-term capital and scale-up expertise. The firm concentrates on software, healthcare and deeptech, with active interest in AI, digital health, fintech, climate tech, and other tech-enabled sectors in the UK and beyond. AlbionVC combines funding with strategic support to help portfolio companies achieve sustainable growth and market leadership, leveraging Albion Capital's network and experience.
Made 8 investments in Wealth Management

Citigroup

Citigroup is a global financial services holding company that provides a broad range of financial products and services to consumers, corporations, governments, and institutions. The company operates through two main segments: Global Consumer Banking, offering retail banking and Citi-branded cards and related services; and Institutional Clients Group, offering wholesale banking products and services including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivatives, research, corporate lending, investment banking, and advisory services. Citigroup serves clients across North America, Latin America, Asia, Europe, the Middle East, and Africa. The firm includes Citi Private Bank for private banking and Citi Community Capital as its community development lending arm, and the Citi Foundation funds social and economic progress initiatives. Citi emphasizes sustainability and social responsibility, supports affordable housing and economic development, and maintains a global footprint with offices in major cities and leadership in several markets.
Made 15 investments in Wealth Management

Sequoia Capital

Sequoia Capital is a venture capital firm founded in 1972 and based in Menlo Park, California. The firm provides capital and strategic guidance to early-stage and growth-stage technology companies, often entering at the idea or formation stage and maintaining involvement as companies scale. It concentrates on a limited number of portfolio companies at a time and emphasizes long-term partnerships, collaboration among its internal teams and founders, and support in areas such as product development, company building, and market expansion. Its sector focus includes information technology, healthcare, manufacturing, mobile, nanotechnology, financial services, internet, energy, media and retail, with a global reach across the technology ecosystem.
Made 28 investments in Wealth Management

Global Founders Capital

Global Founders Capital is a Berlin-based venture capital platform founded by Rocket Internet that invests in early-stage technology companies worldwide. It operates as a globally oriented, stage-agnostic investor, partnering with exceptional founders across sectors and providing support from the initial growth phase through scale. The firm targets high-potential, rapidly expanding ventures and emphasizes impact and feasibility in evaluating opportunities. It is led by investment partners Cedric Asselman, David Sainteff, and Fabricio Pettena.
Made 25 investments in Wealth Management

Allianz X

Allianz X is the strategic investment arm of Allianz Group, based in Munich, focused on fostering innovation in financial services. It invests in digital growth companies that complement Allianz’s ecosystems—insurance, mobility, connected property and health, wealth management and retirement, as well as data intelligence and cybersecurity—and aims to accelerate growth by linking portfolio companies with Allianz’s global operations. By forming partnerships with Allianz entities, Allianz X helps integrate new technologies and business models into the group and drive innovation across its operating units and lines of business.
Made 11 investments in Wealth Management

IA Capital Group

IA Capital Group is a New York-based venture capital firm focused on insurtech and fintech. It backs early- and growth-stage companies across insurance technology, payments, financial infrastructure, lending, capital markets, wealth technology, and retirement technology, and it also incubates startups. The firm pursues seed-to-Series B opportunities and maintains strategic partnerships with insurers, including managing venture capital programs for insurers. It operates with offices in New York, Westport, Connecticut, and Miami, Florida, and has a long track record of backing insurance and financial services ventures with exits including IPOs.
Made 12 investments in Wealth Management

Shapers

Shapers is a platform built by experienced global fintech operators to support fintech founders across Europe. It provides insights, connections, and resources to navigate the complexities of building and scaling fintech businesses, with a focus on practical guidance and a supportive community to accelerate innovation within the European fintech ecosystem. The organization aims to empower founders with knowledge and networks needed to thrive in a rapidly evolving industry. Founded in 2023 and based in Lisbon, Portugal, Shapers seeks to facilitate collaboration among founders, operators, and mentors to advance fintech success across Europe.
Made 4 investments in Wealth Management

ParaFi Capital

ParaFi Capital is an asset manager and technology-driven investment firm founded in 2018. It operates multi-strategy offerings focused on the digital asset and blockchain ecosystem, including public markets with tokens and related instruments and private markets targeting early- and growth-stage blockchain-native companies. The firm employs research-driven, engineering-led teams to support research, trading and portfolio management and builds technology infrastructure for investment workflows. ParaFi serves institutional clients globally and emphasizes idiosyncratic opportunities, disciplined risk management, and strong product-market fit. Headquartered in Greenwich, Connecticut, with a collaborative hub in New York City, the firm has over $2.0 billion in assets under management as of December 31, 2025.
Made 14 investments in Wealth Management

SixThirty

SixThirty is a venture capital firm and accelerator based in Saint Louis, Missouri, with a global reach. It invests in early-stage startups, typically Seed to Series A, focusing on fintech, insurtech, cybersecurity, wealth and asset management, payments, healthcare, privacy, and related regulated sectors. The firm operates a platform that connects startups with corporate incumbents to accelerate go-to-market, drive revenue, and enable strategic partnerships. It leverages a deep network of corporate partners and a structured development program that provides funding, mentorship, and access to market opportunities. SixThirty also runs cybersecurity initiatives under SixThirty CYBER and supports early-stage companies through an accelerator program. The firm engages with a global pipeline, supporting companies worldwide through its team and corporate LP network, with the aim of mentoring and growing innovative enterprises into scalable businesses by leveraging corporate collaboration and practical market access.
Made 17 investments in Wealth Management

Blume Ventures

Blume Ventures is a Mumbai-based venture capital firm that backs seed- and early-stage technology startups in India. It focuses on tech-driven ventures across consumer internet, enterprise software/SaaS, and deep tech, and pursues long-term partnerships with founders. The firm typically supports companies at pre-Series A, often acting with a hands-on, collaborative approach and co-investing with angels and seed funds, with follow-on investments as portfolio companies grow.
Made 15 investments in Wealth Management

Prosus

Prosus is a global consumer internet group and technology investor that builds, scales and acquires internet platforms across online marketplaces, classifieds, payments and fintech, food delivery, travel and education. It pursues growth through strategic equity investments, acquisitions and operating capabilities, leveraging a global footprint in the Americas, Europe, Asia, Africa and the Middle East. The company operates many leading internet platforms and supports its portfolio with ventures, capital markets activity and emphasis on AI initiatives. Headquartered in Amsterdam, Prosus is the international internet assets division of Naspers and focuses on value creation through technology-enabled platforms and ecosystems.
Made 10 investments in Wealth Management

Hard Yaka

Hard Yaka is a venture capital firm based in Crystal Bay, Nevada, established in the early 2010s. It focuses on technology investments and aims to drive universal access to fundamental services such as payments, digital identity, and communications. The firm backs early-stage technology companies, including those building payments platforms, digital identity solutions, and related financial infrastructure, as part of a broader interest in digital transformation and regulatory tech. Through its portfolio, Hard Yaka has supported numerous startups across payments, digital identity, and banking sectors.
Made 6 investments in Wealth Management

BlackFin Capital Partners

BlackFin Capital Partners is a Paris-based European private equity firm that specializes in mid-market buyouts in financial services and fintech across Europe. The firm concentrates on asset-light businesses, pursuing bold operational improvements and growth through value creation, including buy-and-build strategies. With multiple funds, it has raised about 4 billion euros and completed numerous deals across continental Europe, maintaining a footprint in major European financial centers. BlackFin emphasizes responsible investing and ESG principles, aiming to transform complexity into stronger, scalable companies for the next stage of growth.
Made 14 investments in Wealth Management