SeedRound Media
Rushed for time? Here is the top 5 Early Stage Venture investors for Wealth Management startups. Scroll down for more information on these investors or to view the rest of the investors.
Name | Website | Stages | Location | Socials |
|---|---|---|---|---|
Citi | Early Stage Venture, Late Stage Venture | New York, New York, United States, North America | ||
Merrill Lynch | Early Stage Venture, Late Stage Venture, Private Equity | New York, New York, United States, North America | ||
AllianceBernstein | Early Stage Venture, Late Stage Venture | New York, New York, United States, North America | ||
Morgan Stanley Venture Partners | Early Stage Venture, Late Stage Venture | New York, New York, United States, North America | ||
MUFG Union Bank | Debt, Early Stage Venture | New York, New York, United States, North America |
At SeedRound we track over 200,000 investors and over 1,000,000 people who hold key positions in these firms. We use this directory of investors to highlight top employees, LP’s and funding organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top Wealth Management Early Stage Venture investors in New York. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Investors & Funds (New York)
Citi
Citigroup is a diversified financial services holding company that provides various financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed income research, corporate lending, investment banking and advisory services, private banking, cash management, trade finance, and securities services. Citigroup Inc. was founded in 1812 and is based in New York, United States.
Stages: Early Stage Venture, Late Stage Venture
Location: New York, New York, United States, North America
Industries: Banking, Credit Cards, Financial Services, Wealth Management
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Merrill Lynch
Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.
Stages: Early Stage Venture, Late Stage Venture, Private Equity
Location: New York, New York, United States, North America
Industries: Banking, Finance, Financial Services, Wealth Management
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AllianceBernstein
[AllianceBernstein](http://www.alliancebernstein.com) is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March 31, 2008.
Stages: Early Stage Venture, Late Stage Venture
Location: New York, New York, United States, North America
Industries: Asset Management, Financial Services, Wealth Management
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Morgan Stanley Venture Partners
Morgan Stanley Venture Partners manages a group of private equity funds which invest in high growth companies, concentrating on the technology and health care industries.
Stages: Early Stage Venture, Late Stage Venture
Location: New York, New York, United States, North America
Industries: Financial Services, Health Care, Venture Capital, Wealth Management
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MUFG Union Bank
MUFG is a financial group with total assets of approximately $2.8 trillion (USD)1 as of December 31, 2017. Its services include corporate banking, commercial banking, consumer banking, wealth management, investment banking, securities, capital markets, personal and corporate trust, and transaction banking. In 2014, MUFG integrated the U.S. operations of its subsidiary The Bank of Tokyo-Mitsubishi UFJ, Ltd. (BTMU) with those of San Francisco-based Union Bank, N.A. This combined entity — MUFG Union Bank, N.A. — allows us to better serve our individual, corporate, and institutional clients in the United States, Canada, and Latin America. We are headquartered in New York City.
Stages: Debt, Early Stage Venture
Location: New York, New York, United States, North America
Industries: Banking, Financial Services, Wealth Management
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PineBridge Investments
PineBridge is an independent asset manager with over 60 years of experience in emerging and developed markets. Their globally integrated investment platform offers innovative, core and specialized alpha-oriented solutions across asset allocation, equities, fixed income, private equity and hedge funds. What differentiates us is their integration of on-the-ground investment teams across asset classes, bringing investors the combined benefits of their global fundamental perspectives and analytical insights. The Benefits of A Globally Integrated Investment Platform Their globally integrated investment platform allows us to develop customized investment solutions that address clients’ investment needs for diversification and risk management through their ability to: • Be the bridge to global investment opportunities from emerging and developed markets • Enhance investment performance by leveraging experienced on-the-ground insights • Develop both region-specific and global investment strategies • Develop multi-asset class investment solutions
Stages: Early Stage Venture
Location: New York, New York, United States, North America
Industries: Asset Management, Finance, Wealth Management
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Douglas C. Lane & Associates
Douglas C. Lane & Associates is a registered 1 investment advisory firm based in New York City. They manage approximately $5.7 billion of capital for their client base of high net worth families, trusts, pensions, endowments, foundations and institutions in 46 states and 16 countries around the world. They are independently operated and have 33 associates, including 12 partners.
Stages: Early Stage Venture
Location: New York, New York, United States, North America
Industries: Asset Management, Financial Services, Wealth Management
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