DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Everett, | 224 | |||||||
| 1 | ||||||||
| Menlo Park, | 281 | |||||||
| San Francisco, | 93 | |||||||
| $28.0M | 2 | 1 | 2028 | |||||
| Sterling, | 66 | |||||||
| · probable | Los Angeles, | $22.0M | 1 | 2 | 2 | |||
Lower middle market | New York, | $2.4B | 3 | 7 | 2020 | |||
| · probable | Bloomington, | $137M | 9 | 10 | 2014 | |||
| $56.0M | 2026 | |||||||
Large cap | New York, | $89B | 21 | 151 | 11 | 2026 | ||
Middle market | Paris, | $3.9B | 80 | 9 | 142 | 2024 | ||
| Oldsmar, | 238 | |||||||
| Las Vegas, | 128 | |||||||
| GROTON, | $354M | 4 | 2015 | |||||
| St Louis, | 94 | |||||||
| MALVERN, | $92.3M | 2012 | ||||||
| Birmingham, | 85 | |||||||
| Williamsport, | 64 | |||||||
| Concord, | 50 | |||||||
| San Bruno, | 1 | |||||||
| · probable Middle market | Southlake, | $1.1B | 35 | 19 | 28 | 2024 | ||
| MCKINNEY, | 2026 | |||||||
| New York City, | 1 | |||||||
| Bloomington, | 1 | |||||||
| Alameda, | 410 | |||||||
| 2015 | ||||||||
| $124M | 1 | 6 | 2026 | |||||
| 2016 | ||||||||
| Bloomington, | 216 | |||||||
| NEW YORK, | $171B | 2011 | ||||||
| Walker, | 111 | |||||||
| · probable Middle market | Sydney Nsw, | $199M | 6 | 1 | 18 | 2021 | ||
| NEW YORK, | $15B | 4 | 2012 | |||||
Sightline Climate, Inc. Company · Venture · matched Climate Tech Insights, Inc. · Form D equity offering | Scarsdale, | 1 | ||||||
INSIGHT WEALTH PARTNERS Registered adviser · RIA / Wealth · matched INSIGHT WEALTH PARTNERS, LLC · 801-71491 | PLANO, | $1.1B | 16 | 2011 | ||||
| LONDON, | $10B | 2021 | ||||||
| SAN RAMON, | $1.2B | 9 | 2018 | |||||
| NEWTOWN, | $786M | 12 | 2013 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Ironsight Wealth Management LLC Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| · probable Lower middle market | Pfäffikon, | $805M | 4 | 4 | 2020 | |||
FINANCIAL INSIGHTS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched FINANCIAL INSIGHTS INC · 801-21624 | TACOMA, | $747M | 8 | 2012 | ||||
| $51.0M | 19 | 2013 | ||||||
| DRAPER, | $1.3B | 10 | 2012 | |||||
| CHARLOTTE, | $331M | 19 | 2019 | |||||
INSIGHT INVESTMENT Registered adviser · RIA / Wealth · matched INSIGHT INVESTMENT INTERNATIONAL LIMITED · 801-38908 | LONDON, | $3.0B | 2011 | |||||
| DALLAS, | $1.0B | 2 | 1 | 2016 | ||||
Presight Management Company, L.L.C. Firm · Venture · matched Presight Capital Management I, L.L.C. · Exempt reporting adviser Also on RIA / Wealth Management | $372M | 10 | 2 | 2023 | ||||
| KNOXVILLE, | $401M | 5 | 2018 | |||||
| SAN RAMON, | $397M | 5 | 2021 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.