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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. The company has 260 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

Social
X
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
Ranked
Employee Count
1,757 as on Jul 31, 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
7380349
PE
2215370
6923586
3167624
4243066
Oct 04, 2017
4004619
PE
3810683
7945537
3131822
5307556
May 30, 2012
9922462
PE
7085529
7410169
2181523
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Rockefeller Capital Management's founders and board of directors

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Rockefeller Capital Management's employee count trend

Rockefeller Capital Management has 1,757 employees as of Jul 26. Here is Rockefeller Capital Management's employee count trend over the years:
Employee count trend for Rockefeller Capital Management
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Provider of multi-family office services
$116M
65/100
2nd
Logo for Rockefeller Capital Management
Rockefeller Capital Management
1882, New York City (United States), Late Stage
Provider of multi-family office services
$622M
59/100
3rd
Multi family office
-
55/100
4th
Logo for Cresset Capital Management
Cresset Capital Management
2017, Chicago (United States), Unfunded
Venture capital firm focused on multiple sectors
-
50/100
5th
Logo for Ashcroft Capital
Ashcroft Capital
2014, New York City (United States), Series C
Provider of wealth management services
$50.1M
49/100
6th
Logo for Pathstone Federal Street
Pathstone Federal Street
2010, Fort Lee (United States), Series A
Provider of multi family office services
-
49/100
7th
Logo for GFG Capital
GFG Capital
2003, Miami (United States), Series B
It is a multi-family office that offers wealth management services
$20.4M
-
46/100
8th
Logo for Bessemer Trust
Bessemer Trust
1907, New York City (United States), Unfunded
Provider of wealth management services
-
-
46/100
9th
Logo for Whittier Trust Company
Whittier Trust Company
1989, South Pasadena (United States), Unfunded
Provider of multi family office services
-
-
45/100
10th
Logo for Oxford Financial Group
Oxford Financial Group
1981, Carmel (United States), Unfunded
Wealth management and RIA providing financial advice and investment solutions
-
-
44/100
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Rockefeller Capital Management's Investments and acquisitions

Rockefeller Capital Management has made 11 investments in companies including LeapXpert and KOHO. Rockefeller Capital Management has also acquired 4 companies including Whitnell and TMG.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Jan 21, 2025
Investments
2017
New York City (United States)
Oct 02, 2024
Investments
2014
Vancouver (Canada)
Oct 02, 2024
Investments
2014
Vancouver (Canada)
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Reports related to Rockefeller Capital Management

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News related to Rockefeller Capital Management

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Media has covered Rockefeller Capital Management for a total of 56 events in the last 1 year, 49 of them have been about company updates.
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FAQs about Rockefeller Capital Management

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