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  2. Wealth Management companies

Wealth management firms advise high-net-worth individuals and institutions on investment strategies and asset allocation. Decision-makers include Portfolio Managers and Managing Directors.

Target firms scaling advisory services and enhancing client portfolio management systems.

Identify and research relevant companies and decision-makers in the Wealth Management sector. Access verified business emails and direct contact details to support targeted lead generation, outreach campaigns, and higher conversion rates. Filter prospects by location, category, company size, and operating status to build precise, high-quality lists.

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Companies

Found 96 firms

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Found 427 prospects · 75 Decision-Makers

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Showing 1–20 of 96 verified Wealth Management companies — browse profiles, find decision-makers, and export contacts.

Credit Suisse

credit-suisse.com

HQ: Morrisville, North Carolina, United States

HQ: Morrisville, North Carolina, United States

Specialized In: Finance & Banking, Wealth Management

Acquired by: UBS
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Sep 16, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank

  • Andre Helfenstein

    CEO Credit Suisse Switzerland SA

    a***************n@credit-suisse.com

  • George Baptista

    Corporate Counsel

    g*************a@credit-suisse.com

  • Media Relations

    social.media@credit-suisse.com

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Credit Suisse

credit-suisse.com

HQ: Morrisville, North Carolina, United States

HQ: Morrisville, North Carolina, United States

Specialized In: Finance & Banking, Wealth Management

Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Jul 23, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank

  • Andre Helfenstein

    CEO Credit Suisse Switzerland SA

    a***************n@credit-suisse.com

  • George Baptista

    Corporate Counsel

    g*************a@credit-suisse.com

  • Media Relations

    social.media@credit-suisse.com

  • Unclassified inbox

    colin.bollier@credit-suisse.com

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U.S. Bancorp

usbank.com

HQ: Minneapolis, MN

HQ: Minneapolis, MN

Specialized In: Finance & Banking, Insurance Providers, Mortgage Finance, Wealth Management

Business Type: Public
Employees: 10001+
Rounds: Post-IPO Debt
Last Investment Activity: Mar 28, 2024
Founded Date: Oct 9, 1968
Number of Exits: 17
Company Type: For Profit
Stock Symbol: NYSE:USB
Operating Status: Active
Investor Type: Investment Bank

  • Shailesh M. Kotwal

    Vice Chairman, Payment Services

    s*************l@usbank.com

  • Gunjan Kedia

    i********t@usbank.com

  • Customer Service

    apisupport@usbank.com

  • Unclassified inbox

    cynthia.walsh@usbank.com

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Credit Suisse

credit-suisse.com

HQ: Morrisville, North Carolina, United States

HQ: Morrisville, North Carolina, United States

Specialized In: Finance & Banking, Wealth Management

Acquired by: UBS
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Aug 15, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank

  • Andre Helfenstein

    CEO Credit Suisse Switzerland SA

    a***************n@credit-suisse.com

  • George Baptista

    Corporate Counsel

    g*************a@credit-suisse.com

  • Media Relations

    social.media@credit-suisse.com

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Credit Suisse

credit-suisse.com

HQ: Morrisville, North Carolina, United States

HQ: Morrisville, North Carolina, United States

Specialized In: Finance & Banking, Wealth Management

Acquired by: UBS
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Sep 23, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank

  • Andre Helfenstein

    CEO Credit Suisse Switzerland SA

    a***************n@credit-suisse.com

  • George Baptista

    Corporate Counsel

    g*************a@credit-suisse.com

  • Media Relations

    social.media@credit-suisse.com

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Merrill Lynch

ml.com

HQ: Buffalo, New York, United States

HQ: Buffalo, New York, United States

Specialized In: Finance & Banking, Wealth Management

Business Type: Private
Employees: 10001+
Founded Date: 1914
Company Type: For Profit
Operating Status: Active

  • Ken Morris

    Financial Advisor

    k********s@ml.com

  • Alvin Murgai

    Senior Resident Director, Managing Director

    a**********i@ml.com

  • Unclassified inbox

    anthony.segobiano@ml.com

  • Unclassified inbox

    jane_doe@ml.com

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First Citizens Bank

firstcitizens.com

HQ: Raleigh, NC

HQ: Raleigh, NC

Specialized In: Finance & Banking, Insurance Providers, Consumer Finance, Payment Processing, Wealth Management

Business Type: Public
Employees: 5001-10000
Rounds: Post-IPO Debt
Last Investment Activity: Mar 25, 2024
Founded Date: 1898
Number of Exits: 5
Company Type: For Profit
Stock Symbol: NASDAQ:FCNCA
Operating Status: Active
Investor Type: Investment Bank

  • Lorie Rupp

    Chief Risk Officer

    l********p@firstcitizens.com

  • Frank Holding

    CEO

    f***********g@firstcitizens.com

  • General Inquiries

    info@firstcitizens.com

  • Customer Service

    support@firstcitizens.com

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Axis Bank

axisbank.com

HQ: Mumbai, Maharashtra, India

HQ: Mumbai, Maharashtra, India

Specialized In: Finance & Banking, Insurance Providers, Wealth Management

Business Type: Public
Employees: 10001+
Rounds: Post-IPO Secondary
Last Investment Activity: Mar 29, 2024
Founded Date: Dec 3, 1993
Number of Exits: 7
Company Type: For Profit
Stock Symbol: NSE:AXISBANK
Operating Status: Active
Investor Type: Investment Bank

  • Ravi Narayanan

    Group Executive - Branch Bnkg, Retail Liab, Sales, Premium Bnkg,Virtual Relnshp & Third Party Prdts

    r************n@axisbank.com

  • Rajiv Anand

    Executive Director Retail Bank

    r*********d@axisbank.com

  • Unclassified inbox

    pno@axisbank.com

  • Unclassified inbox

    creditcards@axisbank.com

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Raymond James

raymondjames.com

HQ: Atlanta, GA

HQ: Atlanta, GA

Specialized In: Finance & Banking, Wealth Management

Employees: 10001+
Last Investment Activity: Aug 23, 2024
Venture Stage: Debt
Founded Date: 1962
Company Type: For Profit
Operating Status: Active

  • Spencer Fine

    s**********e@raymondjames.com

  • Olivia Weaver

    Investment Banking Analyst

    o***********r@raymondjames.com

  • Unclassified inbox

    corporate.communications@raymondjames.ca

  • Unclassified inbox

    danyell.jones@raymondjames.com

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Yes Bank

yesbank.in

HQ: Mumbai, Maharashtra, India

HQ: Mumbai, Maharashtra, India

Specialized In: Finance & Banking, Venture Capital, Wealth Management

Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Mar 25, 2024
Founded Date: 2004
Number of Exits: 4
Company Type: For Profit
Stock Symbol: NSE:YESBANK
Operating Status: Active

  • Vikas Bharti

    Senior Vice President | ML Architect

    b****i@yesbank.in

  • Rana Kapoor

    r*********r@yesbank.in

  • General Inquiries

    info@yesbank.in

  • Admin Team

    admin@yesbank.in

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AllianceBernstein

alliancebernstein.com

HQ: New York, NY

HQ: New York, NY

Specialized In: Property Management, Finance & Banking, Wealth Management

Business Type: Public
Employees: 1001-5000
Last Investment Activity: Aug 1, 2024
Founded Date: 1967
Number of Exits: 22
Company Type: For Profit
Stock Symbol: NYSE:AB
Operating Status: Active
Investor Type: Venture Capital

  • Leanne Loader

    l***********r@alliancebernstein.com

  • Seth P Bernstein

    s********n@alliancebernstein.com

  • Unclassified inbox

    Matthew.Bass@alliancebernstein.com

  • General Inquiries

    abcdefghi@alliancebernstein.com

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Plaid

plaid-creative.com

HQ: San Francisco, CA

HQ: San Francisco, CA

Specialized In: Finance & Banking, FinTech, InsurTech, Wealth Management

Business Type: Private
Employees: 501-1000
Rounds: Series D
Last Investment Activity: Mar 28, 2024
Founded Date: 2013
Company Type: For Profit
Operating Status: Active

  • Zachary Perret

    Co-Founder and CEO

    z*****y@plaid.com

  • Zachary Perret

    Co-Founder and CEO

    z**h@plaid.com

    ************2

  • General Inquiries

    info@plaid.com

  • General Inquiries

    hello@plaid.com

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Artisan Partners

artisanpartners.com

HQ: Milwaukee, WI

HQ: Milwaukee, WI

Specialized In: Finance & Banking, Investment Banking, Wealth Management

Business Type: Public
Employees: 251-500
Rounds: Post-IPO Equity
Last Investment Activity: Sep 8, 2024
Founded Date: 1994
Number of Exits: 1
Company Type: For Profit
Stock Symbol: NYSE:APAM
Operating Status: Active

  • David Samra

    Managing Director and Portfolio Manager

    d*********a@artisanpartners.com

  • Charles Hamker

    Managing Director

    c************r@artisanpartners.com

  • Unclassified inbox

    steve.butler@artisanpartners.com

  • Investor Relations

    ir@artisanpartners.com

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AIA Group

aia.com

HQ: Central, Hong Kong Island, Hong Kong

HQ: Central, Hong Kong Island, Hong Kong

Specialized In: Finance & Banking, Insurance Providers, Wealth Management

Business Type: Public
Employees: 10001+
Last Investment Activity: Aug 23, 2024
Founded Date: 1919
Company Type: For Profit
Stock Symbol: HKG:1299
Operating Status: Active
Investor Type: Pension Funds

  • Aaron Ooi

    a******i@aia.com.sg

  • Aaron Ooi

    a*******i@aia.com

  • Unclassified inbox

    hk.customer@aia.com

  • Unclassified inbox

    foongyuen.law@aia.com

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Citadel

citadel.com

HQ: Miami, FL

HQ: Miami, FL

Specialized In: Finance & Banking, Investment Banking, Insurance Providers, Wealth Management

Business Type: Private
Employees: 1001-5000
Rounds: Seed
Last Investment Activity: Aug 5, 2024
Founded Date: 1990
Number of Exits: 8
Company Type: For Profit
Operating Status: Active
Investor Type: Hedge Fund

  • Pablo Salame

    p**********e@citadel.com

  • Kevin Mulhern

    Portfolio Manager - Energy

    k***********n@citadel.com

  • Unclassified inbox

    fv@citadel.com

  • Unclassified inbox

    klemy@citadel.com

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SoFi

socialfinance.org.uk

HQ: San Francisco, CA

HQ: San Francisco, CA

Specialized In: Finance & Banking, FinTech, Insurance Providers, Wealth Management

Business Type: Public
Employees: 1001-5000
Rounds: Post-IPO Debt
Last Investment Activity: Mar 21, 2024
Founded Date: Aug 1, 2011
Number of Exits: 4
Company Type: For Profit
Stock Symbol: NASDAQ:SOFI
Operating Status: Active
Investor Type: Entrepreneurship Program

  • Anthony Noto

    CEO

    a*****y@sofi.com

  • Evan Taylor

    e*****r@sofi.com

  • Customer Service

    member-issue-support@sofi.org

  • Unclassified inbox

    pr@sofi.com

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Tradeweb

tradeweb.com

HQ: New York, NY

HQ: New York, NY

Specialized In: Finance & Banking, Online Marketplaces, E-commerce & Retail, Wealth Management

Business Type: Public
Employees: 501-1000
Last Investment Activity: Jun 24, 2024
Founded Date: 1997
Company Type: For Profit
Stock Symbol: NASDAQ:TW
Operating Status: Active

  • Joseph Noviello

    Managing Director - Dealerweb Technology

    j*************o@tradeweb.com

  • Adam Gould

    Managing Director and Global Head of Equities

    a********d@tradeweb.com

  • General Inquiries

    help@tradeweb.com

  • Unclassified inbox

    g.jagathisan@tradeweb.com

Show more 9 emails
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Cadence Bank

cadencebank.com

HQ: Tupelo, Mississippi, United States

HQ: Tupelo, Mississippi, United States

Specialized In: Finance & Banking, Consumer Finance, Real Estate Agencies & Brokers, Wealth Management

Acquired by: Sageview Capital
Business Type: Public
Employees: 5001-10000
Rounds: Debt Financing
Last Investment Activity: Jul 26, 2024
Founded Date: 1876
Number of Exits: 6
Company Type: For Profit
Stock Symbol: NYSE:CADE
Operating Status: Active
Investor Type: Investment Bank

  • Eric Heslop

    President, North Central Alabama Division

    e*********p@cadencebank.com

  • Bryce West

    First Vice President

    b********t@cadencebank.com

  • Unclassified inbox

    bonita.williams@cadencebank.com

  • Unclassified inbox

    daniel.holland@cadencebank.com

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Lombard Odier Investment Managers

lombardodier.com

HQ: Geneva, Geneve, Switzerland

HQ: Geneva, Geneve, Switzerland

Specialized In: Property Management, Finance & Banking, Legal & Compliance, Wealth Management

Business Type: Private
Employees: 5001-10000
Last Investment Activity: Jun 19, 2024
Founded Date: 1796
Number of Exits: 8
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank

  • Valérie Vrebos

    Assistant to Management Committee

    v******s@lombardodier.com

  • Alexandre Meyer

    Chief Operating Officer & General Counsel, Asset Managemet Division

    a*****r@lombardodier.com

  • General Inquiries

    contact@lombardodier.com

Show more 9 emails
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Lombard Odier

lombardodier.com

HQ: Geneva, Geneve, Switzerland

HQ: Geneva, Geneve, Switzerland

Specialized In: Property Management, Finance & Banking, Legal & Compliance, Wealth Management

Business Type: Private
Employees: 5001-10000
Last Investment Activity: Jun 19, 2024
Founded Date: 1796
Number of Exits: 8
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank

  • Valérie Vrebos

    Assistant to Management Committee

    v******s@lombardodier.com

  • Alexandre Meyer

    Chief Operating Officer & General Counsel, Asset Managemet Division

    a*****r@lombardodier.com

  • General Inquiries

    contact@lombardodier.com

  • Unclassified inbox

    m.toh@lombardodier.com

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