What Moirai does

Moirai Wealth Management is a San Francisco-based wealth management firm serving high-net-worth individuals and families. The firm offered personalized wealth management services spanning detailed financial planning, institutional-quality investment management, thoughtful legacy planning, and integrated tax planning. Primary customers were HNW households with wealth management, financial planning, investment management, legacy planning, and tax planning needs, approached through horizontal segmentation across the HNW persona.

The firm operated as a small practice (1-10 employees) with no publicly disclosed pricing models, revenue figures, or funding history. Its core technology was described only generically as a "wealth management technology platform" with no proprietary features, integrations, or technical components detailed in available sources. As a private, for-profit advisory firm founded in 2000, Moirai generated revenue through traditional fee-based wealth management economics, though specific contract structures, fee schedules, and revenue mechanics are not documented.

On 2025-08-26, Moirai Wealth Management was acquired by and fully integrated into RWA Wealth Partners, a multi-state private wealth management and family office firm operating across California, Illinois, Massachusetts, Michigan, and Texas. Following the transaction, Moirai operates as a sub-brand within RWA's combined Private Wealth and Family Office platform. No information is available about Moirai's pre-acquisition ownership structure, financial performance, or independent operational metrics.

Name

Moirai

Legal name

Moirai Wealth Management

Website

https://moirai.com

Company type

Private

Founded year

2000

Operating status

Acquired

Headcount range

1–10 employees

Short description

Moirai Wealth Management was a San Francisco-based wealth management firm serving high-net-worth individuals and families with financial planning, investment management, legacy planning, and tax planning services, and has been integrated into RWA Wealth Partners.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Financial planning
• Investment management
• Legacy planning
• Tax planning

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

Moirai Wealth Management operates as a wealth management offering providing personalized financial planning, institutional-quality investment management, thoughtful legacy planning, and integrated tax planning for high-net-worth individuals and families. The firm has been integrated into RWA Wealth Partners' broader platform, combining its capabilities with Private Wealth and Family Office services.

Product overview

Moirai operates as a wealth management offering that has become part of RWA Wealth Partners. The company provides personalized wealth management services including financial planning, institutional-quality investment management, and integrated tax planning, now integrated into RWA's comprehensive wealth management platform alongside their Private Wealth and Family Office services.

Differentiator

Problem solved

Functional benefit

Products and services

• Moirai Wealth Management A wealth management offering now integrated into RWA Wealth Partners, providing personalized wealth management including detailed financial planning, institutional-quality investment management, thoughtful legacy planning, and integrated tax planning for high-net-worth individuals and families.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• RWA Wealth PartnerscoreStrategic or Co-development Partner · 26 August 2025Moirai Wealth Management is now part of RWA Wealth Partners. This represents an acquisition/integration where Moirai has been absorbed into RWA Wealth Partners' operations, combining their wealth management capabilities under the RWA umbrella.

Recent moves1 record

Expansion highlights2 records

Broad incumbents

• Fisher Investments: Large RIA primarily serving HNW and institutional clients with discretionary portfolio management. Comparable to Moirai/RWA in delivering investment management at scale, though with a more portfolio-management-led (less planning-led) model.
• Focus Financial Partners: Partnership of fiduciary wealth management firms serving HNW clients. Comparable to Moirai/RWA because it consolidates small-to-mid RIAs under a shared platform — analogous to RWA's absorption of Moirai.
• RWA Wealth Partners: Parent company of Moirai and the platform into which Moirai has been integrated. Comparable because it offers the same Private Wealth and Family Office services that Moirai's clients now access; differentiated only by scale and multi-state footprint.
• Goldman Sachs Personal Financial Management: Wealth management arm of a global bank offering financial planning, investment advisory, and legacy planning to HNW clients. Comparable service mix and HNW focus, but embedded in a much larger institution.

Direct peers

• Edelman Financial Engines: Large RIA serving HNW households with financial planning, investment management, and tax strategy. Directly comparable in service stack and HNW client focus, though operating at materially greater scale.
• Mercer Advisors: National RIA specializing in HNW and retirement-plan-focused wealth management with integrated financial planning and tax services. Closely comparable to Moirai/RWA in target client and service mix.
• Homrich Berg: Mid-sized fee-only RIA providing wealth management and financial planning to HNW individuals and families. Closely comparable to Moirai in client segment and planning-led offering, with similar boutique-to-mid positioning.
• Carson Group: RIA and partner-owned wealth management firm serving HNW individuals and families with financial planning, investment management, and practice-acquisition support. Comparable in both client profile and RIA roll-up model.
• Mariner Wealth Advisors: Independent RIA platform offering private wealth, family office, and tax/estate planning services to HNW clients. Closely comparable to Moirai/RWA in service breadth and target segment, operating at national scale.
• Creative Planning: Large, nationally recognized RIA serving HNW and UHNW households with comprehensive financial planning, investment management, and tax planning — directly overlapping Moirai/RWA's full-stack offering at substantially greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moirai