About Rockefeller Capital Management
Rockefeller Capital Management is a company based in New York (United States) founded in 1882.. Rockefeller Capital Management has raised $622 million across 3 funding rounds from investors including RIT Capital Partners, IGM Financial and Viking Global Investors. Rockefeller Capital Management has completed 3 acquisitions, including Greer Anderson Capital, The Moore Group and Whitnell. Rockefeller Capital Management offers products and services including Wealth Management, Asset Management, and Investment Banking. Rockefeller Capital Management operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Silvercrest Asset Management Group, Pathstone Federal Street, Cresset Capital Management and Wildcat Capital Management, among others.
- Headquarter New York, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$622 M (USD)
in 3 rounds
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Latest Funding Round
$622 M (USD), Private Equity Round
Apr 03, 2023
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Investors
RIT Capital Partners
& 2 more
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Employee Count
Employee Count
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Investments & Acquisitions
Greer Anderson Capital
& 2 more
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Products & Services of Rockefeller Capital Management
Rockefeller Capital Management offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Investment Banking. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized wealth strategies for individuals and families.
Manages assets for institutions and investors through customized solutions.
Provides strategic advice for private and public companies.
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Leadership Team
184 people
Software Development Team
30 people
Finance and Accounting
17 people
Operations Team
15 people
Head Team
11 people
Legal and Compliance
10 people
Investment Team
9 people
Product Management Team
7 people
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Funding Insights of Rockefeller Capital Management
Rockefeller Capital Management has successfully raised a total of $622M across 3 strategic funding rounds. The most recent funding activity was a Private Equity Round round of $622 million completed in April 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Private Equity Round — $622.0M
- First Round First Round
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Apr, 2023 | Amount | Private Equity Round - Rockefeller Capital Management | Valuation | IGM Financial |
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| Oct, 2017 | Amount | Private Equity Round - Rockefeller Capital Management | Valuation | Viking Global Investors |
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| May, 2012 | Amount | Private Equity Round - Rockefeller Capital Management | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Rockefeller Capital Management
Rockefeller Capital Management has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include RIT Capital Partners, IGM Financial and Viking Global Investors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private investment firm focused on multiple sectors
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Founded Year | Domain | Location | |
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Wealth and investment management services are provided to clients.
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Founded Year | Domain | Location | |
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Investments are focused primarily on equities across diverse asset classes.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Rockefeller Capital Management
Rockefeller Capital Management has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Greer Anderson Capital, The Moore Group and Whitnell. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Capital investment services are managed in Greenwich, United States.
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2013 | ||||
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Provides training, change management, leadership development, and coaching services for professionals
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1996 | ||||
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Wealth management and investment advisory services are offered.
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1988 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Rockefeller Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Rockefeller Capital Management Comparisons
Competitors of Rockefeller Capital Management
Rockefeller Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Silvercrest Asset Management Group, Pathstone Federal Street, Cresset Capital Management and Wildcat Capital Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Rockefeller Capital Management
Frequently Asked Questions about Rockefeller Capital Management
When was Rockefeller Capital Management founded?
Rockefeller Capital Management was founded in 1882 and raised its 1st funding round 130 years after it was founded.
Where is Rockefeller Capital Management located?
Rockefeller Capital Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Is Rockefeller Capital Management a funded company?
Rockefeller Capital Management is a funded company, having raised a total of $622M across 3 funding rounds to date.
What does Rockefeller Capital Management do?
Rockefeller Capital Management was established in 1882 and is headquartered in New York, United States. Operations focus on the financial services sector, where wealth management and advisory services are delivered through a multi-family office model. Customized investment strategies, estate planning, and philanthropic advisory are offered to affluent families and institutions. The firm maintains a presence in the U.S. market, with digital access via rockco.com.
Who are the top competitors of Rockefeller Capital Management?
Rockefeller Capital Management's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Pathstone Federal Street.
What products or services does Rockefeller Capital Management offer?
Rockefeller Capital Management offers Wealth Management, Asset Management, and Investment Banking.
How many acquisitions has Rockefeller Capital Management made?
Rockefeller Capital Management has made 3 acquisitions, including Greer Anderson Capital, The Moore Group, and Whitnell.
Who are Rockefeller Capital Management's investors?
Rockefeller Capital Management has 3 investors. Key investors include RIT Capital Partners, IGM Financial, and Viking Global Investors.
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