Family Office · New York, NY, United States
Ritholtz Wealth Management is a registered investment advisory firm founded in 2013 and headquartered in New York City. The company provides financial planning, investment management, and retirement planning services to individuals, families, and institutions. Known for its evidence-based investment approach and transparent fee structure, Ritholtz Wealth Management has established a strong reputation in the wealth management industry and is recognized for its thought leadership through various media channels and publications.
Business models
services
Customer segments
Consumer, Mid-market, Enterprise
Geography
US
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Ritholtz Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks Ritholtz Wealth Management alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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