Ritholtz Wealth Management
Overview
Ritholtz Wealth Management is a fee-based financial advisory and wealth management firm founded in 2013. The firm provides comprehensive portfolio management, financial planning, and corporate retirement services to individuals, high-net-worth individuals, trusts, estates, and institutions. Their investment philosophy is centered on capital preservation, risk management, and goals-based investment planning, utilizing a multi-asset strategy focused on diversification and low-cost instruments like ETFs and mutual funds. The firm is a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission.
Portfolio Companies
4
Website
ritholtzwealth.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Focal | Oct 2025 | Seed | Co-investor |
| Smartria | Jun 2022 | Strategic | Co-investor |
| Onramp Funds | Aug 2021 | Seed | Co-investor |
| SyntheticFi | Jun 2026 | Seed | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Ritholtz Wealth Management based?
Ritholtz Wealth Management is headquartered in New York City, New York, United States.
When was Ritholtz Wealth Management founded?
Founding year information for Ritholtz Wealth Management is not publicly available.
How many portfolio companies does Ritholtz Wealth Management have?
Ritholtz Wealth Management has 4 portfolio companies in Caplight's dataset.
What are some companies in Ritholtz Wealth Management's portfolio?
Portfolio companies visible on Caplight include Focal, Smartria, Onramp Funds, SyntheticFi.
What was Ritholtz Wealth Management's most recent investment shown here?
Ritholtz Wealth Management's most recent investment in this portfolio sample was in SyntheticFi in 2026.
What sectors does Ritholtz Wealth Management focus on?
Ritholtz Wealth Management focuses on FinTech, FinTech, Enterprise Software, FinTech, Enterprise Software, FinTech, Enterprise Software, Enterprise Software.
What company stages does Ritholtz Wealth Management focus on?
Ritholtz Wealth Management typically invests at the Early stage.
What is Ritholtz Wealth Management's AUM?
Ritholtz Wealth Management's assets under management are estimated between $6.4B and $6.5B.