Investor Lists

Wealth managers

Updated 7 November 2026

Wealth managers, ordered by what we have observed them do. Type is read from the firm's own website wherever we could reach it.

See all 495 →The top 25
495investors on the listNo change this week
2cheques in 12 monthsToo few cheques to tell
$3.9Mmedian round they joined-52% against the market median
0%wrote a cheque in 12 months
1%have led a round

The Top 25

Ordered by cheques observed, never by anything anyone paid for

Deploying now (1)

  1. 1Baird CapitalquietWealth manager · United States78$25Mmedian roundSept 2025last seen
  2. 2Cazenove CapitalquietWealth manager · United Kingdom12$16Mmedian roundJun 2012last seen
  3. 3UMB BanksquietWealth manager · United States3$875Kmedian roundOct 2015last seen
  4. 4Carbon EquityDeploying nowWealth manager · Netherlands2$319Mmedian roundSept 2026last seen
  5. 5AMG National CorpquietWealth manager · United States1-median roundJun 2015last seen
  6. 6Alexandria Asset ManagementquietWealth manager1$282Kmedian roundApr 2013last seen
  7. 7BB Capital InvestmentsquietWealth manager · Netherlands1$150Kmedian roundJan 2009last seen
  8. 8Caleo CapitalquietWealth manager · South Africa1$4.5Mmedian roundOct 2013last seen
  9. 9Crescent Financial AdvisorsquietWealth manager1$3.2Mmedian roundSept 2010last seen
  10. 10Freedom Financial PartnersquietWealth manager · United States1-median roundJul 2009last seen
  11. 11Hill House CapitalquietWealth manager · Mexico1$450Mmedian roundSept 2018last seen
  12. 12Horizon Fund Management Private LimitedquietWealth manager · India1-median roundNov 2013last seen
  13. 13Illinois Metropolitan Investment FundquietWealth manager · United States1$19Mmedian roundJul 2008last seen
  14. 14Multi-ActquietWealth manager · India1$3.1Mmedian roundFeb 2019last seen
  15. 15Soor CapitalquietWealth manager · Kuwait1$7Mmedian roundNov 2023last seen
  16. 16The Davy GroupquietWealth manager · Ireland1$1.1Mmedian roundDec 2009last seen
  17. 17UnigestionquietWealth manager · Switzerland1$232Mmedian roundSept 2025last seen
  18. 18Valeo Financial AdvisorsquietWealth manager · United States1$1.5Mmedian roundOct 2014last seen
  19. 19Warren Capital GroupquietWealth manager · United States1$550Kmedian roundMar 2011last seen
  20. 203 Degrees CapitalunknownWealth manager · Australianone observed-median round-last seen
  21. 21360 FinancialunknownWealth manager · United Statesnone observed-median round-last seen
  22. 22360NetWorthunknownWealth manager · United Statesnone observed-median round-last seen
  23. 233i Capital PartnersunknownWealth manager · United Statesnone observed-median round-last seen
  24. 24885 VenturesunknownWealth manager · Germanynone observed-median round-last seen
  25. 25A3NX Fund LtdunknownWealth managernone observed-median round-last seen
470 more on this list

All 495 are in the app, with filters for stage, sector and market. A free account shows 10 per search, Pro up to 1,000.

See the whole list →

Quick answers about wealth managers

Who are the most active wealth managers?

By cheques observed, the most active are Baird Capital, Cazenove Capital, UMB Banks, Carbon Equity and AMG National Corp.

How many wealth managers are there?

495 are on record. 0% made an investment in the last 12 months and 1% have led a round.

Which stages do wealth managers back?

Of the rounds with a named stage in the last 12 months, mostly Series B (100%).

How big are the rounds wealth managers join?

The typical (median) round among the leading investors here is $4.5M.

Which sectors do wealth managers back most?

In the last 12 months, mostly Energy, Cleantech and Climate Tech.

Which wealth managers lead the most rounds?

Baird Capital (2 led), Hill House Capital (1 led) and Soor Capital (1 led).

Where are wealth managers based?

Among the most active, most are based in the United States (10), the Netherlands (2) and India (2).

What have wealth managers invested in recently?

Recent rounds include Reverion (Series B, Sept 2026, with Carbon Equity), Fervo Energy (Dec 2025, with Carbon Equity) and EvoluteIQ (Growth, Sept 2025, with Baird Capital).

Built from the rounds we watched, refreshed every night. How we count · Report a correction