// SECTOR INVESTOR DOSSIER
Investors in Wealth Management
35 investors with active positions in Wealth Management unicorns — combined exposure across this sector $110B in paper valuation.
Note: combined paper valuation reflects overlapping investor positions — individual investors hold stakes in the same companies.
WestCap
VC FUND2 companies in sector · $8.2B
↑ 66.7% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKTemasek
SOVEREIGN1 company in sector · $6B
↑ 10% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISKWarburg Pincus
VC FUND1 company in sector · $6B
↑ 7.1% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISKConstellation Technology Ventures
VC FUND1 company in sector · $6B
Singapore Economic Development Board Investment
SOVEREIGN1 company in sector · $6B
Blackstone Tactical Opportunities
VC FUND1 company in sector · $6B
Goldman Sachs
INVESTMENT BANK1 company in sector · $3.9B
↑ 31% PORTFOLIO STRENGTH↓ 44% PORTFOLIO RISKMorgan Stanley
INVESTMENT BANK1 company in sector · $3.9B
↑ 41% PORTFOLIO STRENGTH↓ 51% PORTFOLIO RISKJPMorgan Chase
INVESTMENT BANK1 company in sector · $3.9B
↑ 23% PORTFOLIO STRENGTH↓ 49% PORTFOLIO RISKPing An Insurance
VC FUND1 company in sector · $3.9B
China International Capital Corporation
VC FUND1 company in sector · $3.9B
↑ 28.6% PORTFOLIO STRENGTH↓ 57.1% PORTFOLIO RISKChina Development Bank Capital
VC FUND1 company in sector · $3.9B
China Merchants Bank
VC FUND1 company in sector · $3.9B
↑ 0% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISKHSBC
INVESTMENT BANK1 company in sector · $3.9B
↑ 0% PORTFOLIO STRENGTH↓ 100% PORTFOLIO RISKUBS
VC FUND1 company in sector · $3.9B
↑ 0% PORTFOLIO STRENGTH↓ 75% PORTFOLIO RISKPeter Thiel
ANGEL1 company in sector · $2.2B
↑ 50% PORTFOLIO STRENGTH↓ 37.5% PORTFOLIO RISKValor Equity Partners
VC FUND1 company in sector · $2.2B
↑ 28.6% PORTFOLIO STRENGTH↓ 14.3% PORTFOLIO RISKAndreessen Horowitz
VC FUND1 company in sector · $2.2B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISKFranklin Templeton
VC FUND1 company in sector · $2.2B
↑ 37.5% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISKVenrock
VC FUND1 company in sector · $2.2B
↑ 42.9% PORTFOLIO STRENGTH↓ 28.6% PORTFOLIO RISKD1 Capital Partners
VC FUND1 company in sector · $2.2B
↑ 32% PORTFOLIO STRENGTH↓ 18% PORTFOLIO RISK8VC
VC FUND1 company in sector · $2.2B
↑ 37.5% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKAddition
VC FUND1 company in sector · $2.2B
↑ 37.5% PORTFOLIO STRENGTH↓ 12.5% PORTFOLIO RISKPalantir Technologies
VC FUND1 company in sector · $2.2B
Joe Lonsdale
ANGEL1 company in sector · $2.2B
Rembrandt Venture Partners
VC FUND1 company in sector · $2.2B
Paladin Capital Group
VC FUND1 company in sector · $2.2B
Menlo Ventures
VC FUND1 company in sector · $1.5B
↑ 14.3% PORTFOLIO STRENGTH↓ 14.3% PORTFOLIO RISKSoftBank Vision Fund 2
VC FUND1 company in sector · $1.5B
↑ 3% PORTFOLIO STRENGTH↓ 14% PORTFOLIO RISKCoatue Management
VC FUND1 company in sector · $1.5B
↑ 8% PORTFOLIO STRENGTH↓ 22% PORTFOLIO RISKJump Capital
VC FUND1 company in sector · $1.5B
↑ 33.3% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKClocktower Ventures
VC FUND1 company in sector · $1.5B
Sequoia Capital China
VC FUND1 company in sector · $1B
↑ 23% PORTFOLIO STRENGTH↓ 44% PORTFOLIO RISKSIG Asia Investments
VC FUND1 company in sector · $1B
↑ 33.3% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISKMorningside Ventures
VC FUND1 company in sector · $1B
↑ 33.3% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK