Meta Partners Tokyo Japan
Meta Partners Co. is a privately held, independent Tokyo-headquartered wealth management firm founded in 1983, offering investment advisory, trust and estate planning, private equity, and cross-border solutions to HNW individuals, family offices, endowments, foundations, and business owners.
- Company typePrivate
- Founded1983
- HeadquartersTokyo, Japan
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Meta Partners Tokyo Japan does
Meta Partners Co. is a privately held, independent investment company headquartered in Tokyo, Japan, founded in 1983 and operating continuously for over 40 years. The firm provides wealth management, investment advisory, trust and estate planning, and private equity services through a boutique advisory model aimed at private clients, family offices, endowments, foundations, and business owners. It extends this core stack with four packaged solutions — Private Investor, Business, Non-Profit, and Expatriate Solutions — the last reflecting an explicit cross-border practice targeting clients across Asia-Pacific, EMEA, the Middle East, and Southeast Asia.
Meta Partners Tokyo Japan firmographics
Firmographics- Name
- Meta Partners Tokyo Japan
- Legal name
- Meta Partners Co.
- Website
- https://metapartnersco.com/
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Meta Partners Co. is a privately held, independent Tokyo-headquartered wealth management firm founded in 1983, offering investment advisory, trust and estate planning, private equity, and cross-border solutions to HNW individuals, family offices, endowments, foundations, and business owners.
- Ownership category
- akta.pro rank
Meta Partners Tokyo Japan industry classification
Industry- 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
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Estate Planning, Trust Structuring & Governance (FSAAADAF)
Keywords
Where Meta Partners Tokyo Japan is headquartered
LocationHeadquarters
- HQ city
- Tokyo
- HQ country
- Japan
- HQ region
- Asia
Offices1 record
Markets served
Meta Partners Tokyo Japan business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Assets Under Management (AUM) Fees: Fees structured as a percentage of assets under management for accounts valued at U.S.$500,000 and above. The fee structure follows a graduated scale based on AUM size, providing recurring revenue as assets grow.
- Transaction-Based Commissions: For accounts valued under U.S.$500,000, the company charges transaction-based commissions rather than AUM-based management fees. This provides revenue tied to trading activity for smaller accounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Accounts under U.S.$500,000 - Transaction-based commissions |
| Subscription | Monthly | Accounts over U.S.$500,000 - Management fees on graduated scale |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Meta Partners Tokyo Japan product offering
Product offeringCore offering
Meta Partners is an independent investment company providing tailored wealth management, investment advisory, trust & estate planning, and private equity services to private clients, family offices, endowments, foundations, business owners, and expatriates. Services center on building diversified investment portfolios aligned with each client's values, risk tolerance, and investment goals, with a Tokyo headquarters serving a globally distributed client base.
Product overview
Meta Partners Co. is a diversified investment company founded in 1983 and headquartered in Tokyo, Japan. The company operates as an independent investment company offering a comprehensive suite of wealth management services. The core offerings include Wealth Management, Investment Advisory, Trust & Estate Planning, and Private Equity. These core services are complemented by specialized solutions targeting Private Investor Solutions, Business Solutions, Non-Profit Solutions, and Expatriate Solutions. The company serves private clients, family offices, endowments, foundations, and business owners, providing tailored portfolios designed to match client values, risk tolerance, and investment goals.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive financial service combining financial planning, investment management, tax planning, and estate planning to help individuals and families manage and grow their wealth. Targeted at high-net-worth private clients, family offices, and other organizations seeking tailored wealth solutions.
- Investment Advisory Personalized portfolio management designed to generate above-market returns over the long term through tailored investment strategies. Provided for private clients, family offices, endowments, foundations, and other organizations.
- Trust & Estate Planning Estate planning services ensuring assets are distributed according to client wishes while minimizing taxes and other expenses, including will and trust creation. Provided for private clients and family offices.
- Private Equity Investment opportunities in privately held companies that are not listed on public stock exchanges, providing access to alternative asset classes for qualified investors.
- Private Investor Solutions Tailored wealth management services for individual investors seeking personalized financial strategies and portfolio management, with portfolios matched to their values, risk tolerance, and investment goals.
- Business Solutions Financial services for business owners including business succession planning, risk management, and alignment of personal and business financial goals.
- Non-Profit Solutions Wealth management services for endowments and foundations with focus on outperformance and real-world influence. Includes institutional investment management and alignment with endowment spending policies.
- Expatriate Solutions
Companies that use Meta Partners Tokyo Japan
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles5 records
Meta Partners Tokyo Japan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Meta Partners Tokyo Japan partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
Meta Partners Tokyo Japan competitors and assessment
Company assessmentDirect peers
- Julius Baer: Swiss-listed pure-play private banking group serving HNW individuals and families globally. Most directly comparable peer — boutique-style service, personalized advisory, and similar emphasis on private clients and family offices.
- Lombard Odier: Independent Swiss private bank serving HNW families and foundations with tailored wealth, estate, and fiduciary services. Closely comparable independent, family-controlled boutique wealth manager with multi-generational planning expertise.
- Pictet Group: Independent Swiss private bank and wealth manager serving private clients, families, and institutions globally. Comparable as a family-controlled, independent firm offering bespoke investment advisory and wealth structuring.
- Rothschild & Co: Independent, family-controlled financial advisory group with a major wealth and asset management business serving HNW families and family offices. Comparable independent structure and multi-generational wealth planning emphasis.
- Fisher Investments: Independent, privately held investment adviser serving HNW individuals and institutional clients with active discretionary portfolio management. Comparable as an independent, fee-based active wealth manager for HNW clients.
- Bessemer Trust: Privately held US wealth manager focused exclusively on ultra-HNW families and family offices with multi-generational planning and trust services. Directly comparable in serving wealthy families with integrated wealth, trust, and advisory offerings.
Broad incumbents
- Goldman Sachs Private Wealth Management: Private wealth arm of Goldman Sachs serving ultra-HNW individuals, families, and foundations globally. Comparable HNW client focus but operates at vastly larger scale with institutional research, lending, and banking capabilities.
- UBS Wealth Management: World's largest global wealth manager and the leading private bank. Overlaps with Meta Partners in serving HNW clients with advisory, portfolio management, and estate services but at far greater scale, geographic reach, and product breadth.
Regional players
- Nomura Wealth Management: Wealth management arm of Japan's largest securities group, serving HNW and ultra-HNW clients across Asia. Comparable in serving Japan-based HNW clients with investment advisory but operates as part of a much larger institutional platform.
- Daiwa Securities Group: Major Japanese financial group with wealth management operations serving domestic HNW clients. Comparable as a Japan-based wealth manager serving HNW investors, though significantly larger and embedded in a broader financial conglomerate.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Meta Partners Tokyo Japan social profiles
Digital presenceMeta Partners Tokyo Japan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Meta Partners Tokyo Japan leadership team
Management profileNumber of profiles
Meta Partners Tokyo Japan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Meta Partners Tokyo Japan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Meta Partners Tokyo Japan
What does Meta Partners Tokyo Japan do?
Meta Partners is an independent investment company providing tailored wealth management, investment advisory, trust & estate planning, and private equity services to private clients, family offices, endowments, foundations, business owners, and expatriates. Services center on building diversified investment portfolios aligned with each client's values, risk tolerance, and investment goals, with a Tokyo headquarters serving a globally distributed client base.
Is Meta Partners Tokyo Japan a public or private company?
Meta Partners Tokyo Japan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Meta Partners Tokyo Japan founded?
Meta Partners Tokyo Japan was founded in 1983. It employs 11 to 50 people.
Where is Meta Partners Tokyo Japan based?
Meta Partners Tokyo Japan is headquartered in Tokyo, Japan, in the Asia region.
How does Meta Partners Tokyo Japan make money?
Two revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are transaction-Based Commissions.
Who are Meta Partners Tokyo Japan's main competitors?
Direct peers on record are Julius Baer, Lombard Odier, Pictet Group, Rothschild & Co, Fisher Investments and Bessemer Trust. Broad incumbents are Goldman Sachs Private Wealth Management and UBS Wealth Management. Regional players are Nomura Wealth Management and Daiwa Securities Group.
Does Meta Partners Tokyo Japan have an API?
No public API is recorded for Meta Partners Tokyo Japan.
What industry is Meta Partners Tokyo Japan in?
Meta Partners Tokyo Japan's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.