Report Highlights
Here are the key highlights from the report:
- Feed Scope: Companies providing planning, advisory and portfolio management services to institutions, HNIs and retail investors for investments across a range of securities including stocks, bonds, mutual funds, ETFs, Private Fund, etc
Companies included in the report
Companies providing planning, advisory and portfolio management services to institutions, HNIs and retail investors for investments across a range of securities including stocks, bonds, mutual funds, ETFs, Private Fund, etcTop Asset Management Companies
The top 3 companies in Asset Management are Sea, Fidelity Investments and Barclays.Recent Investments
Recent noteworthy Investments in Asset Management sector include:- Undisclosed, PE round in Harbourfront Wealth Management on Jun 23, 2026
- $475M, Series C round in Steward Partners Global Advisory on Dec 19, 2025
- $256M, PE round in Ironbark Financial Group on Oct 12, 2026
Most Active Investors
- Seed: Constellation Wealth Capital
- Series A/B: Lovell Minnick Partners
- Series C+: Peak XV Partners
Top Acquisitions
- Notable acquisitions in the Asset Management sector include Aldrich Wealth being acquired by CohnReznick on Oct 15, 2026, Maia Wealth acquired by Simplicity Group Holdings on Oct 14, 2026 and Family Wealth acquired by Bluespring Wealth on Oct 07, 2026.
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