Rockefeller

At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management intending to connect clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else.

Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

Industry: Financial Services

Company size: 1,500 employees

Headquarters: New York, NY

Founded: 2018

Specialties: Asset Management, Wealth Planning, Strategic Advisory, Family Office Services, Trust Company Services, and Portfolio Tracking Technology