SVB Wealth LLC — Contact Email, Phone & Team

Overview

SVB Wealth LLC is a private investment firm based in Boston, Massachusetts, offering comprehensive wealth management and investment services. The firm provides tailored solutions to high-net-worth individuals, families, entrepreneurs, and select institutions, focusing on a broad range of asset classes, including equities, fixed income, private equity, real estate, and venture capital. Their investment approach spans various stages, from seed funding to late-stage investments, encompassing pre-IPO, buyouts, turnarounds, and distressed situations. The firm's investment strategy is diversified across multiple industries, such as technology, healthcare, financial services, consumer goods, energy, industrial goods, media, telecommunications, retail, biotechnology, pharmaceuticals, consumer services, materials, utilities, and transportation. This wide-ranging focus allows SVB Wealth LLC to leverage opportunities across different sectors and market conditions. SVB Wealth LLC's investment philosophy emphasizes a comprehensive and customized set of wealth advisory and investment management services. They offer investment analysis and portfolio construction over a broad range of investment styles, including aggressive growth, growth, balanced growth, balanced income, income, and conservative income. The firm employs approximately 77 financial advisors as part of a broader team, leveraging deep experience in private banking and advisory services, and is a wholly owned subsidiary of First Citizens Bancshares, Inc.

Get the full list of 54,000+ investors

SVB Wealth LLC and every other firm and angel in the database — as one spreadsheet you keep.

$19one-time payment · no subscription

All 54,000+ investors — VC firms, private equity, family offices and angels
The key person to contact at each one, with their job title
Their work email address
Their phone number
Their LinkedIn profile
Delivered as a single .xlsx file — download it as many times as you like

Get the full list — $19 → One payment. No seats, no credits, no expiry. Already bought it? Sign in to download it again — no second payment.

Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.

Frequently asked questions about SVB Wealth LLC

What sectors does SVB Wealth LLC invest in?

SVB Wealth LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Materials, and is based in Massachusetts, United States. SVB Wealth LLC is listed as a private investment firm in the ConnectSafely investor database.