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Ranieri Asset Management

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uuid000oazi

Namestring
Ranieri Asset Management
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Ranieri Asset Management is a privately-held asset management firm headquartered in Wilmington, United States, established in 2015. The firm states its mission as empowering growth and guiding the prosperity of its clients, but no information on its investment strategies, asset classes, product wrappers, target client segments, distribution channels, or assets under management is disclosed in available sources. The firm reports a headcount of 501 to 1,000 employees, and its named executive leadership consists of Ray Platt (Chief Public Relations Officer) and Franka Perrow (Chief Financial Officer); no further management team, board, or ownership details are documented.

A material data concern appears in the source material: the firm's primary web domain, RanieriAsset.com, is currently listed for sale on HugeDomains, a third-party domain marketplace, for a purchase price of $3,195 or via a 24-month payment plan at $133.13 per month. The listing indicates the domain is not in active corporate use, and the marketplace page contains no operational, product, or service information about Ranieri Asset Management itself. This raises significant questions about the firm's current operating status, digital infrastructure, and continuity of business.

No revenue, funding rounds, client relationships, partnerships, geographic footprint, product offerings, regulatory filings, M&A activity, or proprietary technology is documented in available sources. There is no evidence of AI/ML capabilities, differentiated investment methodology, or a verifiable client base. Any investment assessment based solely on this data set is necessarily speculative and should be treated with caution.

Short descriptiontext

Ranieri Asset Management is a privately-held, Wilmington, US-based asset management firm founded in 2015. It states a mission of empowering client growth, but no investment strategies, products, AUM, clients, or operational details are disclosed in available sources.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersWilmington, United States
HQ citystring
Wilmington
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
asset management, investment advisory, portfolio management, wealth management, financial planning
Industry2 codes
1Comprehensive/Full-Service RIAs & Independent Wealth Managers
CodeFSAAACAAPrimaryYes
2Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Asset Management
No data
Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Ranieri Asset Management operates as an asset management firm providing investment advisory and portfolio management services to clients. Based on its name, for-profit private corporate structure, and 501-1,000 employee footprint in Wilmington, United States, the firm appears to function as a financial services provider managing client assets and offering investment-related guidance. The actively published website (ranieriasset.com) was not available as a live business site during data collection, so specific product-level details are not evidenced.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Asset Management Services
CategoryAsset Management
Expansion highlight1 record

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Large independent RIA and wealth manager serving HNW and UHNW clients with discretionary portfolio management. Closely comparable to Ranieri in business model (fee-based advisory, multi-strategy portfolios) and in target client segment.

TypeDirect peer
Description

Privately held RIA managing private-client portfolios and institutional assets. Comparable in being a large, founder-linked independent asset manager operating outside the wirehouse/broker-dealer channel.

TypeDirect peer
Description

Independent RIA platform with comprehensive wealth management, tax, and estate services. Comparable in scale and in serving business owners, executives, and HNW families through a centralized advisory model.

TypeDirect peer
Description

Independent RIA focused on evidence-based portfolio management for HNW households and business owners. Comparable as an independent, fee-only wealth manager competing against wirehouses.

TypeDirect peer
Description

Independent RIA providing discretionary and non-discretionary portfolio management to HNW clients. Comparable as a fee-only advisory firm built around an investment-process-led value proposition.

TypeBroad incumbent
Description

Consolidator and support platform for independent RIAs and wealth managers. Comparable as the broader ecosystem of independent wealth managers in which a firm like Ranieri would either compete or seek affiliation.

TypeBroad incumbent
Description

Diversified financial services firm with a large wealth management and asset management division serving HNW and institutional clients. Comparable as a broad incumbent offering investment advisory and portfolio management alongside banking and capital markets.

TypeBroad incumbent
Description

Large retail wealth manager providing advisory services, retirement planning, and portfolio management to individuals. Comparable as an incumbent in the same advisory-and-portfolio-management category serving a mass-affluent and HNW base.

TypeBroad incumbent
Description

Broker-dealer and RIA parent offering wealth management, portfolio management, and custody services. Comparable as a broad incumbent providing investment advisory services through both direct and advisor-channel relationships.

TypeBroad incumbent
Description

One of the world's largest asset managers offering mutual funds, ETFs, and advisory services. Comparable as a broad incumbent in portfolio management and investment advice competing for the same retail and institutional client wallet.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat1 record

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Ranieri Asset Management

Asset Managementranieriasset.com

Ranieri Asset Management is a privately-held, Wilmington, US-based asset management firm founded in 2015. It states a mission of empowering client growth, but no investment strategies, products, AUM, clients, or operational details are disclosed in available sources.

What Ranieri Asset Management does

Ranieri Asset Management is a privately-held asset management firm headquartered in Wilmington, United States, established in 2015. The firm states its mission as empowering growth and guiding the prosperity of its clients, but no information on its investment strategies, asset classes, product wrappers, target client segments, distribution channels, or assets under management is disclosed in available sources. The firm reports a headcount of 501 to 1,000 employees, and its named executive leadership consists of Ray Platt (Chief Public Relations Officer) and Franka Perrow (Chief Financial Officer); no further management team, board, or ownership details are documented.

A material data concern appears in the source material: the firm's primary web domain, RanieriAsset.com, is currently listed for sale on HugeDomains, a third-party domain marketplace, for a purchase price of $3,195 or via a 24-month payment plan at $133.13 per month. The listing indicates the domain is not in active corporate use, and the marketplace page contains no operational, product, or service information about Ranieri Asset Management itself. This raises significant questions about the firm's current operating status, digital infrastructure, and continuity of business.

No revenue, funding rounds, client relationships, partnerships, geographic footprint, product offerings, regulatory filings, M&A activity, or proprietary technology is documented in available sources. There is no evidence of AI/ML capabilities, differentiated investment methodology, or a verifiable client base. Any investment assessment based solely on this data set is necessarily speculative and should be treated with caution.

Ranieri Asset Management firmographics

Firmographics
Name
Ranieri Asset Management
Website
https://ranieriasset.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
501–1,000 employees
Short description
Ranieri Asset Management is a privately-held, Wilmington, US-based asset management firm founded in 2015. It states a mission of empowering client growth, but no investment strategies, products, AUM, clients, or operational details are disclosed in available sources.
Ownership category
akta.pro rank

Ranieri Asset Management industry classification

Industry
Product category
Asset Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

  • Asset management
  • Investment advisory
  • Portfolio management
  • Wealth management
  • Financial planning

Where Ranieri Asset Management is headquartered

Location

Headquarters

HQ city
Wilmington
HQ country
United States
HQ region
North America

Markets served

Ranieri Asset Management business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Ranieri Asset Management product offering

Product offering

Core offering

Ranieri Asset Management operates as an asset management firm providing investment advisory and portfolio management services to clients. Based on its name, for-profit private corporate structure, and 501-1,000 employee footprint in Wilmington, United States, the firm appears to function as a financial services provider managing client assets and offering investment-related guidance. The actively published website (ranieriasset.com) was not available as a live business site during data collection, so specific product-level details are not evidenced.

Differentiator

Problem solved

Functional benefit

Products and services

  • Asset Management Services

Companies that use Ranieri Asset Management

Customer profile

Ideal customer profiles1 record

Ranieri Asset Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Ranieri Asset Management partnerships and signals

Strategic signal

Expansion highlights1 record

Ranieri Asset Management competitors and assessment

Company assessment

Direct peers

  • Creative Planning: Large independent RIA and wealth manager serving HNW and UHNW clients with discretionary portfolio management. Closely comparable to Ranieri in business model (fee-based advisory, multi-strategy portfolios) and in target client segment.
  • Fisher Investments: Privately held RIA managing private-client portfolios and institutional assets. Comparable in being a large, founder-linked independent asset manager operating outside the wirehouse/broker-dealer channel.
  • Mariner Wealth Advisors: Independent RIA platform with comprehensive wealth management, tax, and estate services. Comparable in scale and in serving business owners, executives, and HNW families through a centralized advisory model.
  • Buckingham Strategic Wealth: Independent RIA focused on evidence-based portfolio management for HNW households and business owners. Comparable as an independent, fee-only wealth manager competing against wirehouses.
  • Ritholtz Wealth Management: Independent RIA providing discretionary and non-discretionary portfolio management to HNW clients. Comparable as a fee-only advisory firm built around an investment-process-led value proposition.

Broad incumbents

  • Focus Financial Partners: Consolidator and support platform for independent RIAs and wealth managers. Comparable as the broader ecosystem of independent wealth managers in which a firm like Ranieri would either compete or seek affiliation.
  • Raymond James Financial: Diversified financial services firm with a large wealth management and asset management division serving HNW and institutional clients. Comparable as a broad incumbent offering investment advisory and portfolio management alongside banking and capital markets.
  • Edward Jones: Large retail wealth manager providing advisory services, retirement planning, and portfolio management to individuals. Comparable as an incumbent in the same advisory-and-portfolio-management category serving a mass-affluent and HNW base.
  • Charles Schwab: Broker-dealer and RIA parent offering wealth management, portfolio management, and custody services. Comparable as a broad incumbent providing investment advisory services through both direct and advisor-channel relationships.
  • Vanguard: One of the world's largest asset managers offering mutual funds, ETFs, and advisory services. Comparable as a broad incumbent in portfolio management and investment advice competing for the same retail and institutional client wallet.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks6 records

Key highlights4 records

Customer concentration

Ranieri Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ranieri Asset Management leadership team

Management profile

Number of profiles

Profiles2 records

Ranieri Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Ranieri Asset Management M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Ranieri Asset Management

What does Ranieri Asset Management do?

Ranieri Asset Management operates as an asset management firm providing investment advisory and portfolio management services to clients. Based on its name, for-profit private corporate structure, and 501-1,000 employee footprint in Wilmington, United States, the firm appears to function as a financial services provider managing client assets and offering investment-related guidance. The actively published website (ranieriasset.com) was not available as a live business site during data collection, so specific product-level details are not evidenced.

When was Ranieri Asset Management founded?

Ranieri Asset Management was founded in 2015. It employs 501 to 1,000 people.

Where is Ranieri Asset Management based?

Ranieri Asset Management is headquartered in Wilmington, United States, in the North America region.

Who are Ranieri Asset Management's main competitors?

Direct peers on record are Creative Planning, Fisher Investments, Mariner Wealth Advisors, Buckingham Strategic Wealth and Ritholtz Wealth Management. Broad incumbents are Focus Financial Partners, Raymond James Financial, Edward Jones, Charles Schwab and Vanguard.

Does Ranieri Asset Management have an API?

No public API is recorded for Ranieri Asset Management.

What industry is Ranieri Asset Management in?

Ranieri Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.

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