- Recent Funding
- Investors
- B. Riley Wealth Management
B. Riley Wealth Management portfolio
B. Riley Wealth Management has 1 portfolio company on record at Recent Funding.
About this page
Its most recent investment on record is Bolttech's $180M Series A round in July 2021, alongside Tarsadia Investments, Alpha Leonis Partners, Activant Capital and 3 others. That company is in Fintech.
What B. Riley Wealth Management invests in
- Fintech · 1 · 100%
- Insurance · 1 · 100%
- Real estate and construction · 1 · 100%
How B. Riley Wealth Management invests
| Stage | Deals | Capital in rounds |
|---|---|---|
| Series A | 1 100% | $180M |
B. Riley Wealth Management portfolio companies
| Company | Round with B. Riley Wealth Management | Total raised | Latest raise |
|---|---|---|---|
Fintech |
Series A · $180M | $783M | Jun 4, 2025 Series B+ |
Most frequent co-investors
AActivant Capital1 shared round · last Jul 6, 2021
TTarsadia Investments1 shared round · last Jul 6, 2021
- TTony Fadell1 shared round · last Jul 6, 2021
- AAlpha Leonis Partners1 shared round · last Jul 6, 2021
JJ.A.S Ventures1 shared round · last Jul 6, 2021
- DDowling Capital Management1 shared round · last Jul 6, 2021
Similar investors
- BBlackstone Growth1 company · 1 deal in 12 mo
AAllianceBernstein5 companies · 3 deals in 12 mo
AAlstin Capital5 companies · 3 deals in 12 mo
BBarclays5 companies · 3 deals in 12 mo
PPivotal Corporation5 companies · 3 deals in 12 mo
BBank of America5 companies · 2 deals in 12 mo
Investors whose portfolios on Recent Funding center on the same category (Fintech).
How this is counted
Share is of the 1 round on Recent Funding that name B. Riley Wealth Management. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists B. Riley Wealth Management, which is a subset of its real portfolio. API: /api/v1/investors/b-riley-wealth-management (get a free API key). More: the most active VC firms and new venture capital funds.