Rockefeller FinTech Innovation Fund I Revenue, Growth & Competitor Profile

DBA ROCKEFELLER & CO., INC.
DBA Rockefeller Access Fund 2015, LLC
DBA ROCKEFELLER CAPITAL MANAGEMENT
DBA Rockefeller Financial Capital Partners Alpha Select Fund, LLC
DBA ROCKEFELLER FINANCIAL LLC
DBA ROCKEFELLER FINANCIAL SERVICES, INC.
DBA Rockefeller Global Dividend Growth Fund, L.P.
DBA Rockefeller Global Dividend Growth Fund QP, L.P.
DBA ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST
DBA ROCKEFELLER & CO. LLC
DBA Rockefeller Opportunistic Credit Fund, LLC
DBA Rockefeller Private Equity Partners II, LLC
DBA ROCKEFELLER & ROCKEFELLER ET AL
DBA Rockefeller Select Equity Fund, L.P.
DBA Rockefeller Sustainability & Impact SMID Cap Fund, L.P.
DBA Rockefeller U.S. Small Cap ESG Fund, L.P.

Company Profile & Annual Report for Rockefeller FinTech Innovation Fund I

Access the complete profile.

Rockefeller FinTech Innovation Fund I Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	500 - 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	45 Rockefeller Plaza Fifth Floor New York, NY 10111

Note: Revenues for privately held companies are statistical evaluations.


Rockefeller FinTech Innovation Fund I's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Rockefeller FinTech Innovation Fund I's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Rockefeller FinTech Innovation Fund I is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Rockefeller FinTech Innovation Fund I Annual Revenue and Growth Rate

Rockefeller FinTech Innovation Fund I	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Rockefeller FinTech Innovation Fund I's revenues are gauged from an analysis of company filings.

Rockefeller FinTech Innovation Fund I's Income Statement (based on Industry Averages)

Rockefeller FinTech Innovation Fund I P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Rockefeller FinTech Innovation Fund I has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
January 11, 2024	127	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Rockefeller FinTech Innovation Fund I is developing and marketing. Rockefeller FinTech Innovation Fund I doesn't have any recent trademark applications, indicating Rockefeller FinTech Innovation Fund I is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ROCKEFELLER ASSET MANAGEMENT Financial services, namely, financial consultation, financial planning, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, financial planning, conducting financial reviews, investment advice, asset allocation, and financial analysis and consultation; trust services, namely, investment services; estate planning; bill payment services; administration of employee benefit plans, namely, health and insurance plans; financial administration of employee benefit plans, namely, retirement plans	08/18/2017
ROCKEFELLER & CO. Financial services, namely, financial consultation, financial planning, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, financial planning, conducting financial reviews, investment advice, asset allocation, and financial analysis and consultation; trust services, namely, investment services; estate planning; bill payment services; administration of employee benefit plans	08/11/2017
ROCKEFELLER OCEAN FUND Financial services, namely, financial consultation, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of separate accounts, capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable and not-for-profit institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, investment advice, asset allocation, and financial analysis and consultation	10/11/2011

See all trademarks and details in the Full Report.

Market Share of Rockefeller FinTech Innovation Fund I's Largest Competitors

A competitive analysis shows these companies are in the same general field as Rockefeller FinTech Innovation Fund I, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Rockefeller FinTech Innovation Fund I. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
STONEX GROUP	New York, NY	100
NFP	New York, NY	6
ALLIANCEBERNSTEIN DELAWARE BUSINESS TRUST - AB GLOBAL RESEARCH INSIGHTS SERIES	New York, NY	5
LADENBURG THALMANN FINANCIAL SERVICES	New York, NY	2
BLACKSTONE AURELIA CO-INVEST CYM	New York, NY	2
SOCIETE GENERALE NEW YORK	New York, NY	2

Future Competition: Rockefeller FinTech Innovation Fund I's Fastest Growing Competitors

These companies are in the same general field as Rockefeller FinTech Innovation Fund I and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)