# Wealth managers (2026 list) > 495 wealth managers. Led by Baird Capital, Cazenove Capital, UMB Banks. Ranked by what they funded. Source: https://millionrounds.com/lists/wealth-managers (Millionrounds; every figure on the page links to its filing or article) [Investor Lists](https://millionrounds.com/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 *→*](https://millionrounds.com/login?join=1&next=%2Fapp%2Finvestor-lists%2Fwealth-managers)The top 25 **495** investors on the list No change this week **2** cheques in 12 months Too few cheques to tell **$3.9M** median 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 [Baird Capital](https://millionrounds.com/fund/baird-capital) quiet Wealth manager · United States **78** **$25M** median round **Sept 2025** last seen - 2 [Cazenove Capital](https://millionrounds.com/fund/cazenove-capital) quiet Wealth manager · United Kingdom **12** **$16M** median round **Jun 2012** last seen - 3 [UMB Banks](https://millionrounds.com/fund/umb-banks) quiet Wealth manager · United States **3** **$875K** median round **Oct 2015** last seen - 4 [Carbon Equity](https://millionrounds.com/fund/carbon-equity) *Deploying now* Wealth manager · Netherlands **2** **$319M** median round **Sept 2026** last seen - 5 [AMG National Corp](https://millionrounds.com/fund/amg-national-corp) quiet Wealth manager · United States **1** **-** median round **Jun 2015** last seen - 6 [Alexandria Asset Management](https://millionrounds.com/fund/alexandria-asset-management) quiet Wealth manager **1** **$282K** median round **Apr 2013** last seen - 7 [BB Capital Investments](https://millionrounds.com/fund/bb-capital-investments) quiet Wealth manager · Netherlands **1** **$150K** median round **Jan 2009** last seen - 8 [Caleo Capital](https://millionrounds.com/fund/caleo-capital) quiet Wealth manager · South Africa **1** **$4.5M** median round **Oct 2013** last seen - 9 [Crescent Financial Advisors](https://millionrounds.com/fund/crescent-financial-advisors) quiet Wealth manager **1** **$3.2M** median round **Sept 2010** last seen - 10 [Freedom Financial Partners](https://millionrounds.com/fund/freedom-financial-partners) quiet Wealth manager · United States **1** **-** median round **Jul 2009** last seen - 11 [Hill House Capital](https://millionrounds.com/fund/hill-house-capital-2) quiet Wealth manager · Mexico **1** **$450M** median round **Sept 2018** last seen - 12 [Horizon Fund Management Private Limited](https://millionrounds.com/fund/horizon-fund-management-private-limited) quiet Wealth manager · India **1** **-** median round **Nov 2013** last seen - 13 [Illinois Metropolitan Investment Fund](https://millionrounds.com/fund/illinois-metropolitan-investment-fund) quiet Wealth manager · United States **1** **$19M** median round **Jul 2008** last seen - 14 [Multi-Act](https://millionrounds.com/fund/multi-act) quiet Wealth manager · India **1** **$3.1M** median round **Feb 2019** last seen - 15 [Soor Capital](https://millionrounds.com/fund/soor-capital) quiet Wealth manager · Kuwait **1** **$7M** median round **Nov 2023** last seen - 16 [The Davy Group](https://millionrounds.com/fund/the-davy-group) quiet Wealth manager · Ireland **1** **$1.1M** median round **Dec 2009** last seen - 17 [Unigestion](https://millionrounds.com/fund/unigestion) quiet Wealth manager · Switzerland **1** **$232M** median round **Sept 2025** last seen - 18 [Valeo Financial Advisors](https://millionrounds.com/fund/valeo-financial-advisors) quiet Wealth manager · United States **1** **$1.5M** median round **Oct 2014** last seen - 19 [Warren Capital Group](https://millionrounds.com/fund/warren-capital-group) quiet Wealth manager · United States **1** **$550K** median round **Mar 2011** last seen - 20 [3 Degrees Capital](https://millionrounds.com/fund/3-degrees-capital) unknown Wealth manager · Australia **none observed** **-** median round **-** last seen - 21 [360 Financial](https://millionrounds.com/fund/360-financial) unknown Wealth manager · United States **none observed** **-** median round **-** last seen - 22 [360NetWorth](https://millionrounds.com/fund/360networth) unknown Wealth manager · United States **none observed** **-** median round **-** last seen - 23 [3i Capital Partners](https://millionrounds.com/fund/3i-capital-partners) unknown Wealth manager · United States **none observed** **-** median round **-** last seen - 24 [885 Ventures](https://millionrounds.com/fund/885-ventures) unknown Wealth manager · Germany **none observed** **-** median round **-** last seen - 25 [A3NX Fund Ltd](https://millionrounds.com/fund/a3nx-fund-ltd) unknown Wealth manager **none 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 *→*](https://millionrounds.com/login?join=1&next=%2Fapp%2Finvestor-lists%2Fwealth-managers) ## The Newest Cheques Rounds this list's investors joined most recently - **29** Sept **[Reverion](https://millionrounds.com/company/reverion)** Series B · $175M *With* [Carbon Equity](https://millionrounds.com/fund/carbon-equity) - **15** Dec **[Fervo Energy](https://millionrounds.com/company/fervo-energy)** $462M *With* [Carbon Equity](https://millionrounds.com/fund/carbon-equity) - **17** Sept **[EvoluteIQ](https://millionrounds.com/company/evoluteiq)** Growth · $53M *Led by* [Baird Capital](https://millionrounds.com/fund/baird-capital) - **5** Sept **[Ortivity](https://millionrounds.com/company/ortivity)** Growth · $232M *With* [Unigestion](https://millionrounds.com/fund/unigestion) - **22** Nov **[Raha](https://millionrounds.com/company/raha)** Pre-seed · $7M *Led by* [Soor Capital](https://millionrounds.com/fund/soor-capital) - **7** Nov **[AiCure](https://millionrounds.com/company/aicure)** Series C · $25M *With* [Baird Capital](https://millionrounds.com/fund/baird-capital) ## Stages This Year 2 rounds - Series B **50%** - series_e **50%** ## What They Backed Sectors, last 12 months - Energy **2** - Cleantech **1** - Climate Tech **1** ## Cheques by Quarter Led Joined Q1 25 Q2 25 2 Q3 25 1 Q4 25 Q1 26 Q2 26 1 Q3 26 Q4 26 The last bar is the quarter still running. ## Lists Like This - [VC firms 63,814](https://millionrounds.com/lists/vc-firms) - [PE firms 29,284](https://millionrounds.com/lists/pe-firms) - [Solo angels 6,544](https://millionrounds.com/lists/solo-angels) - [Family offices 6,263](https://millionrounds.com/lists/family-offices) - [Corporate VCs 5,452](https://millionrounds.com/lists/corporate-vcs) - [Growth equity firms 3,838](https://millionrounds.com/lists/growth-equity-firms) - [Incubators and accelerators 3,523](https://millionrounds.com/lists/incubators-accelerators) - [Institutional LPs 2,744](https://millionrounds.com/lists/institutional-lps) - [Startup studios 2,384](https://millionrounds.com/lists/startup-studios) [All investor lists *→*](https://millionrounds.com/lists) ## 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](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections)