Skip to main content
Caplight Logo









Northwestern Mutual

Northwestern Mutual

Milwaukee, Wisconsinnorthwesternmutual.com

Overview

Northwestern Mutual is a financial services mutual organization that provides comprehensive financial planning, investment advisory services, and insurance products including life, disability, and long-term care insurance.

Year Founded

1857

AUM

$655B

Portfolio Companies

46

Investments

Northwestern Mutual investments
CompanyDateStageLead
ChimeMay 2018Series CCo-investor
VestwellJul 2021Series CCo-investor
UnqorkOct 2020Series CCo-investor
BettermentFeb 2015Series DCo-investor
rbmediaJan 2014Buyout/LBOCo-investor
Book a demo to see all investments

For institutional investors. Book with your work email.

Key People

Alessandro Tronco

Managing Partner

CFP® Dwaan Black

Managing Partner The Callaway Black Group

CFP® Scott Iodice

Managing Partner

CFP® Wesley Richardson

Managing Partner

CLF Kate Michaels

Managing Partner

CLU® Matt Russo

Managing Partner

Dante Pizzuti

Managing Partner

David McAvoy

Managing Partner

Heather Zepeda

Managing Partner

Jeff Byrn

Managing Partner

Jennifer Brase

Managing Partner

John Ruhl - Managing Partner

Managing Partner

Kalvin Grabau Keele

Managing Partner

Kevin Kaveney

Managing Partner Wealth Management Advisor

Kevin Miller

Managing Partner

Kevin O'Connell

Managing Partner

Book a demo to see all key people

For institutional investors. Book with your work email.

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Book a demo to explore sector, stage, and valuation breakdowns for this investor.

Book a demo

For institutional investors. Book with your work email.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Book a demo to explore yearly investment trends and funding raised over time.

Book a demo

For institutional investors. Book with your work email.

FAQ

Where is Northwestern Mutual based?

Northwestern Mutual is headquartered in Milwaukee, Wisconsin, United States.

When was Northwestern Mutual founded?

Northwestern Mutual was founded in 1857.

How many portfolio companies does Northwestern Mutual have?

Northwestern Mutual has 46 portfolio companies in Caplight's dataset.

What are some companies in Northwestern Mutual's portfolio?

Portfolio companies visible on Caplight include Chime, Vestwell, Unqork, Betterment, rbmedia.

What was Northwestern Mutual's most recent investment shown here?

Northwestern Mutual's most recent investment in this portfolio sample was in Vestwell in 2021.

What sectors does Northwestern Mutual focus on?

Northwestern Mutual focuses on Media, Entertainment & Gaming, FinTech, Healthcare & Life Sciences, FinTech, FinTech, FinTech, Healthcare & Life Sciences, Real Estate & PropTech, Healthcare & Life Sciences, FinTech, Consumer & Commerce, FinTech, FinTech, Enterprise Software, Enterprise Software, Cybersecurity, Healthcare & Life Sciences, Media, Entertainment & Gaming, FinTech, Enterprise Software, FinTech, FinTech, Consumer & Commerce, FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, Consumer & Commerce, FinTech, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Cybersecurity, FinTech, FinTech, FinTech, Healthcare & Life Sciences, FinTech, Enterprise Software, Enterprise Software, Consumer & Commerce, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Crypto & Web3, Enterprise Software, AI, Data & Cloud Infrastructure, FinTech, Media, Entertainment & Gaming, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Enterprise Software, FinTech, Enterprise Software, Real Estate & PropTech, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Real Estate & PropTech, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Energy & Sustainability, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software.

What company stages does Northwestern Mutual focus on?

Northwestern Mutual typically invests at the Early stage.

What is Northwestern Mutual's AUM?

Northwestern Mutual's assets under management are estimated between $100.0B and $350.0M.

Firmographic Details

HeadquartersMilwaukee, Wisconsin
Year Founded1857
AUM$655B

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?