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Rockefeller Capital Management - About the company
Rockefeller Capital Management is a late stage company based in New York City (United States), founded in 1882. It operates as a Provider of multi-family office services. Rockefeller Capital Management has raised $622M in funding from Viking Global Investors and IGM Financial, with a current valuation of $*****. The company has 283 active competitors, including 8 funded and 21 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Cresset Capital Management.
Company Details
- Website
- www.rockco.com/
- Social
- Email ID
- *****@rockco.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
1882
Location
New York City, United States
Stage
Late Stage
Total Funding
$622M in 3 rounds
Latest Funding Round
Post Money Valuation
$***** as on Oct 14, 2025
Investors
Ranked
2nd among 283 active competitors
Employee Count
1,740 as on Sep 30, 2026
Investment & Acquisitions
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Rockefeller Capital Management's funding and investors
Rockefeller Capital Management has raised a total funding of $622M over 3 rounds. Its first funding round was on May 30, 2012. Its latest funding round was a PE round on Apr 03, 2023 for $*****. 1 investor participated in its latest round. Rockefeller Capital Management has 4 institutional investors.
Here is the list of recent funding rounds of Rockefeller Capital Management:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Apr 03, 2023 | 1906031 | PE | 3019670 | 5739893 | 9531296 | 4135359 |
Oct 04, 2017 | 7706552 | PE | 4661317 | 8785240 | 9506293 | 9643186 |
May 30, 2012 | 9537667 | PE | 2445714 | 3525449 | 2631572 |
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Rockefeller Capital Management's founders and board of directors
Founder? Claim ProfileRockefeller Capital Management's employee count trend
Rockefeller Capital Management has 1,740 employees as of Sep 26. Here is Rockefeller Capital Management's employee count trend over the years:
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Rockefeller Capital Management's Competitors and alternates
Top competitors of Rockefeller Capital Management include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Cresset Capital Management. Here is the list of Top 10 competitors of Rockefeller Capital Management, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 65/100 | |
2nd | _1540455898143.png?devicePixelRatio=2&height=30&width=30){kind=logo} Rockefeller Capital Management 1882, New York City (United States), Late Stage | Provider of multi-family office services | $622M | 59/100 | |
3rd | Silvercrest Asset Management Group 2001, New York City (United States), Public | Multi family office | - | 55/100 | |
4th |  Cresset Capital Management 2017, Chicago (United States), Funding Raised | Venture capital firm focused on multiple sectors | - | 54/100 | |
5th |  Ashcroft Capital 2014, New York City (United States), Series C | Provider of wealth management services | $50.1M | 49/100 | |
6th |  Digital Ascension Group 2023, Dallas (United States), Acquired | Coordinated platform for wealth management, family office services, and institutional solutions designed to support every stage of your financial journey | - | - | 48/100 |
7th |  GFG Capital 2003, Miami (United States), Series B | It is a multi-family office that offers wealth management services | $20.4M | - | 46/100 |
8th |  Bessemer Trust 1907, New York City (United States), Unfunded | Provider of wealth management services | - | - | 46/100 |
9th | _1543924718616.png?devicePixelRatio=2&height=30&width=30){kind=logo} Whittier Trust Company 1989, South Pasadena (United States), Unfunded | Provider of multi family office services | - | - | 45/100 |
10th |  Sundance Bay 2012, Salt Lake City (United States), Unfunded | Provider of wealth management services for multi family offices | - | - | 44/100 |
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Rockefeller Capital Management's Investments and acquisitions
Rockefeller Capital Management has made 13 investments in companies including Ledgebrook and Luminary. Rockefeller Capital Management has also acquired 4 companies including Whitnell and TMG.Here is the list of investments & acquisitions:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Oct 07, 2026 | Investments | 2021 | Boston (United States) | |
Sep 10, 2026 | Investments | 2022 | New York City (United States) | |
Jan 21, 2025 | Investments | 2017 | New York City (United States) |
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Reports related to Rockefeller Capital Management
Here is the latest report on Rockefeller Capital Management's sector:
News related to Rockefeller Capital Management
Filter this listMedia has covered Rockefeller Capital Management for a total of 58 events in the last 1 year, 49 of them have been about company updates.
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Ledgebrook Raises $200 Million In Equity Financing Co-Led By Allianz X And Rockefeller Capital ManagementPulse 2.0•Oct 08, 2026•Allianz, Ledgebrook, Rockefeller Capital Management, Allianz X
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Luminary Raises $22M in Series A FundingFinSMEs•Sep 10, 2026•Luminary, Ten Coves Capital, 8VC, BNY and 2 others
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Rockefeller Capital Management Attracts $640M Financial Advisor Team from Morgan StanleyFinancialadvisoriq•Aug 11, 2026•Morgan Stanley, Rockefeller Capital Management
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2,783 Shares in Ferguson plc $FERG Purchased by Applied Finance Capital Management LLCbaseballnewssource.com•Jul 14, 2026•Ferguson, Rockefeller Capital Management
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Hsbc Holdings PLC Lowers Holdings in Align Technology, Inc. $ALGNTranscript Daily•Jul 08, 2026•HSBC, Align Technology, Rockefeller Capital Management
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Rockefeller Capital Management L.P. Grows Stock Position in Align Technology, Inc. $ALGNAmerican Banking News•Jul 03, 2026•Rockefeller Capital Management, Align Technology
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City law firm lands record £36bn BHP caseCity A.M.•Jun 25, 2026•Quinn Emanuel, BHP, Rockefeller Capital Management
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Rockefeller Capital Management L.P. Cuts Holdings in Applied Industrial Technologies, Inc. $AITThemarketsdaily•Jun 24, 2026•Rockefeller Capital Management
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Rockefeller Capital Management L.P. Has $15.13 Million Stock Position in First Trust Managed Municipal ETF $FMBWatch List News•Jun 24, 2026•Rockefeller Capital Management
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Rockefeller Capital Management L.P. Decreases Stock Holdings in Tetra Tech, Inc. $TTEKdailypolitical.com•Jun 24, 2026•Rockefeller Capital Management, Tetra Tech
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