Raymond James
Overview
Raymond James is a diversified financial services holding company that provides wealth management, investment banking, asset management, and banking services to individuals, corporations, and municipalities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Qualtrics | Jan 2021 | IPO | Co-investor |
| Coupa | Oct 2016 | IPO | Co-investor |
| OneStream Software | Jul 2024 | IPO | Co-investor |
| Bloom Energy | Aug 2022 | Follow-on Offering | Co-investor |
| Instructure | Nov 2015 | IPO | Co-investor |
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Key People
Anand Subramanian
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Raymond James based?
Raymond James is headquartered in St. Petersburg, Florida, United States.
When was Raymond James founded?
Raymond James was founded in 1962.
How many portfolio companies does Raymond James have?
Raymond James has 61 portfolio companies in Caplight's dataset.
What are some companies in Raymond James's portfolio?
Portfolio companies visible on Caplight include Qualtrics, Coupa, OneStream Software, Bloom Energy, Instructure.
What was Raymond James's most recent investment shown here?
Raymond James's most recent investment in this portfolio sample was in OneStream Software in 2024.
What sectors does Raymond James focus on?
Raymond James focuses on FinTech, Healthcare & Life Sciences, Real Estate & PropTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Consumer & Commerce, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Energy & Sustainability, FinTech, Frontier & Industrial Tech, Crypto & Web3, Energy & Sustainability, Enterprise Software, Cybersecurity, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Cybersecurity, Healthcare & Life Sciences, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Consumer & Commerce, Frontier & Industrial Tech, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Energy & Sustainability, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Real Estate & PropTech, FinTech, Cybersecurity, Enterprise Software, Healthcare & Life Sciences, Telecommunications & Networking, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, Enterprise Software, Cybersecurity, Energy & Sustainability, Cybersecurity, FinTech, FinTech, Mobility, Transportation & Logistics, Enterprise Software, Telecommunications & Networking, Telecommunications & Networking, Enterprise Software, FinTech, Enterprise Software, Cybersecurity, Enterprise Software, Healthcare & Life Sciences, FinTech, Enterprise Software, Frontier & Industrial Tech, Cybersecurity, FinTech, Enterprise Software, Consumer & Commerce, Real Estate & PropTech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Enterprise Software, Frontier & Industrial Tech, Energy & Sustainability, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, FinTech, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Real Estate & PropTech, Enterprise Software, Enterprise Software, FinTech, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Energy & Sustainability, AI, Data & Cloud Infrastructure, Cybersecurity, Healthcare & Life Sciences, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Consumer & Commerce, Frontier & Industrial Tech, Media, Entertainment & Gaming.
What company stages does Raymond James focus on?
Raymond James typically invests at the MultiStage stage.
What is Raymond James's AUM?
Raymond James's assets under management are estimated between $100.0B and $1.8T.