{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/rockco-com","markdownUrl":"https://nowen.ai/agents/rockco-com.md","jsonUrl":"https://nowen.ai/agents/rockco-com.json","name":"Rockefeller Capital Management","nickname":"Rockefeller","legalName":"Rockefeller Capital Management L.P.","website":"https://rockco.com","industry":"Financial Services","deliveryModel":"services","marketCategories":{"primary":{"name":"Asset Management Services","url":"https://nowen.ai/category/asset-management-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T20:19:35.087Z","summary":"Rockefeller Capital Management provides wealth management, investment management, and investment banking services to individuals, families, institutions, and corporations.","description":"Rockefeller Capital Management is a financial services firm serving individuals, families, institutional investors, and corporations. It provides wealth management, investment management, and investment banking services, including personalized financial guidance, investment capabilities, and strategic business advice.","mission":"To serve distinguished individuals, families, and institutions.","directory":{"industryName":"Financial Services","agentCount":316,"indexable":true,"hubUrl":"https://nowen.ai/industry/financial-services"},"categoryDirectory":{"name":"Asset Management Services","agentCount":27,"indexable":true,"url":"https://nowen.ai/category/asset-management-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Rockefeller Global Family Office","anchor":"product-rockefeller-global-family-office","type":"Service","url":"https://www.rockco.com/rockefeller-global-family-office/","summary":"Receive tailored wealth guidance, investment access, planning, and family office support for complex financial needs as life and wealth evolve.","description":"Rockefeller Global Family Office provides comprehensive wealth management for individuals and families, with private advisors tailoring services to each client’s circumstances and changing needs. Its offerings include investment advice and opportunities, wealth and financial planning, family office administration, banking and lending guidance, retirement plan solutions, insurance and annuity solutions, fiduciary and philanthropic services, business advisory, and lifestyle advisory. Clients can also use Rockefeller Digital to monitor financial information, manage cash activities, access documents, and engage with their Private Advisor team. Services are tailored to client needs and may include support from Rockefeller affiliates or external partners.","pricing":{},"features":[{"name":"Personalized wealth management and planning","value":"Coordinate Advice Across Wealth Needs","valueDescription":"Review financial goals with advisors, discuss planning ideas and next steps, and coordinate considerations across estate, insurance, tax, philanthropy, and wealth transfer."},{"name":"Bespoke portfolio construction and investment access","value":"Build Portfolios Around Your Needs","valueDescription":"Explore investment opportunities across asset classes and receive portfolios tailored to individual circumstances and investment needs."},{"name":"Rockefeller Digital account and net worth monitoring","value":"Review Accounts And Net Worth","valueDescription":"View account information in one place and consolidate external accounts, assets, and liabilities to see overall net worth."},{"name":"Alternative investment research and due diligence","value":"Evaluate Differentiated Investment Opportunities","valueDescription":"Review sourced and researched alternative investments, including opportunities from established and niche funds, with investment structures tailored to individual taxable investors."},{"name":"Family office service selection","value":"Tailor Family Office Support","valueDescription":"Choose family office services to suit specific needs, from daily financial administration to holistic planning and advisory."},{"name":"Fiduciary oversight and trust administration","value":"Administer And Oversee Trusts","valueDescription":"Receive fiduciary oversight and trust account administration, including account reviews and assistance with distributions and bill payments."},{"name":"Philanthropic planning and grantmaking","value":"Align Giving With Your Values","valueDescription":"Plan charitable giving around personal, family, or organizational values, including giving structure and timing, grantmaking, and multigenerational engagement."},{"name":"Rockefeller Digital mobile access and security","value":"Access And Protect Financial Information","valueDescription":"Monitor financial information on mobile devices and use security protocols, including multifactor authentication, transaction authorization, biometrics, and continuous threat monitoring."},{"name":"Tax-aware investment structuring","value":"Address Portfolio Tax Considerations","valueDescription":"Use tax-aware investment structuring and tax-managed strategies intended to address portfolio tax issues, reduce unnecessary tax burdens, and maximize after-tax returns."},{"name":"Tactical portfolio analysis","value":"Align Portfolios With Market Outlook","valueDescription":"Use analysis of fund return drivers and the firm’s macroeconomic and tactical outlook to inform portfolio construction."},{"name":"Tax preparation and filing","value":"Prepare And File Tax Returns","valueDescription":"Receive preparation and filing support for a range of personal, family, business, trust, and foundation returns."},{"name":"Business advisory and lifecycle planning","value":"Plan For Business Decisions","valueDescription":"Receive business planning and financial advice across company lifecycle stages, including succession, sale, estate, and tax considerations."},{"name":"Business transaction advisory","value":"Navigate Business Transactions","valueDescription":"Access investment banking advice for M&A, transaction structuring, capital raising, and capital markets as part of business advisory."},{"name":"Flexible trustee arrangements","value":"Choose A Trustee Arrangement","valueDescription":"Arrange trustee services suited to the trust, including sole, successor, co-, directed, administrative, or agent roles."},{"name":"Private foundation administration","value":"Manage Foundation Administration","valueDescription":"Access administrative support for foundation filings, grantee reviews, board meetings, distribution requirements, and compliance guidance."},{"name":"Donor-advised fund access","value":"Access A Donor-Advised Fund","valueDescription":"Use the Rockefeller Charitable Giving Fund donor-advised fund experience created in partnership with the American Endowment Fund."},{"name":"Rockefeller network access","value":"Connect Through The Rockefeller Network","valueDescription":"Access relationships, expertise, opportunities, and events through the Rockefeller network."},{"name":"Bill payment and cash flow support","value":"Simplify Payments And Track Cash Flow","valueDescription":"Receive bill payment support and reporting with cash flow insights for household and trust administration."},{"name":"Financial reporting and forecasting","value":"Track Finances And Forecast","valueDescription":"Use customized short- and long-term reporting and forecasting to understand financial circumstances."},{"name":"Banking, lending, and cash management advisory","value":"Plan Lending And Cash Needs","valueDescription":"Consider loan structures and cash management needs with guidance from a banking and lending advisory team."},{"name":"Retirement plan solutions","value":"Implement Retirement Plan Solutions","valueDescription":"Receive support implementing corporate retirement plans and investment solutions for plan sponsors and participants."},{"name":"Insurance and annuity solutions","value":"Navigate Insurance And Annuity Options","valueDescription":"Review client-focused insurance and annuity options with support from a dedicated advisory team."},{"name":"Rockefeller Digital cash and document management","value":"Manage Cash And Access Documents","valueDescription":"Manage bill payments, check deposits, and transfers online, access financial documents, and share documents with the Private Advisor team."},{"name":"Lifestyle advisory and partner access","value":"Access Tailored Lifestyle Support","valueDescription":"Connect with selected external partners for guidance and services related to health, security, travel, experiences, personal interests, and family matters."},{"name":"Sustainable investment opportunities","value":"Explore Sustainable Investments","valueDescription":"Consider investment opportunities intended to drive positive change while seeking not to sacrifice returns."},{"name":"Human capital services","value":"Support Business Employees","valueDescription":"Provide employees of a client’s business access to benefits and payroll services."}]},{"name":"Rockefeller Global Investment Management","anchor":"product-rockefeller-global-investment-management","type":"Service","url":"https://www.rockco.com/rockefeller-global-investment-management/","summary":"Access actively managed investment strategies, market guidance, and curated solutions to support portfolio decisions and complex client needs.","description":"Rockefeller Global Investment Management provides investment options and strategic advice to institutions, financial advisors, and individuals through three integrated functions: Investments, the Office of the CIO, and Client Solutions. It offers actively managed equity, fixed income, and alternative strategies; macroeconomic and market insights, asset allocation frameworks, and portfolio guidance; and a curated suite of solutions supporting complex client needs through the Rockefeller Global Family Office.","pricing":{},"features":[{"name":"Actively managed investment strategies","value":"Build Portfolios Across Asset Classes","valueDescription":"Access actively managed strategies across equities, alternatives, and fixed income, spanning a range of markets and investment types."},{"name":"Disciplined investment process","value":"Navigate Markets With Discipline","valueDescription":"Research, portfolio construction, and attention to risk and return tradeoffs inform investment strategies designed to address changing market cycles."},{"name":"Macroeconomic and market guidance","value":"Inform Allocation And Portfolio Decisions","valueDescription":"Use macroeconomic perspectives and market analysis to understand portfolio implications and support long-term allocation and portfolio design decisions."},{"name":"External manager access","value":"Access External Investment Managers","valueDescription":"Access a curated network of external investment managers across equities, alternatives, and fixed income."},{"name":"Tax-managed strategies","value":"Maximize After-Tax Returns","valueDescription":"Use tax-managed strategies designed to maximize after-tax returns, while tax-aware investment structuring aims to reduce unnecessary tax burdens."},{"name":"Structured investment solutions","value":"Customize Risk-Return Profiles","valueDescription":"Customize risk-return profiles and implement market views through structured solutions."},{"name":"Retirement solutions","value":"Support Retirement Plan Needs","valueDescription":"Receive support implementing corporate plans and investment solutions for plan sponsors and participants."},{"name":"Insurance and annuity solutions","value":"Navigate Insurance And Annuity Options","valueDescription":"Review curated, client-focused insurance and annuity solutions with advisory support."},{"name":"Banking and lending advisory","value":"Address Lending And Cash Needs","valueDescription":"Work with banking and lending advisors to consider loan structures and cash management needs."}],"marketCategories":[{"name":"Asset Management Services","url":"https://nowen.ai/category/asset-management-services"}]},{"name":"Rockefeller Global Investment Banking","anchor":"product-rockefeller-global-investment-banking","type":"Service","url":"https://www.rockco.com/rockefeller-global-investment-banking/","summary":"Navigate transactions, raise capital, and address strategic and shareholder challenges with independent investment banking advice.","description":"Rockefeller Global Investment Banking provides independent investment banking and strategic advice to private and public companies, business owners, and corporate and financial sponsor clients. Senior bankers offer mergers and acquisitions advisory, strategic and financial planning, capital raising, capital markets advisory, and shareholder advisory and defense. M&A services include financial modeling, fairness opinions and valuation, deal analysis, impact assessment, transaction structuring, and negotiation. The team also advises on equity and debt financing, market strategies, risk management, liquidity, and responses to shareholder activism and other hostile activity.","pricing":{},"features":[{"name":"Mergers and acquisitions advisory","value":"Navigate Buy-Side And Sell-Side Transactions","valueDescription":"Receive advice across buy-side and sell-side transactions, including analysis, valuation, structuring, and negotiation support."},{"name":"Capital raising","value":"Secure Equity And Debt Financing","valueDescription":"Access tailored financing advice for private or public capital raises, including investor identification, term negotiation, and transaction execution."},{"name":"Independent senior-banker advice","value":"Access Independent Senior-Banker Advice","valueDescription":"Work with senior investment bankers who provide independent strategic advice and guidance."},{"name":"Capital markets advisory","value":"Align Transactions With Strategic Goals","valueDescription":"Receive advice on equity and debt transactions, market strategies, risk management, and liquidity tailored to strategic goals."},{"name":"Shareholder advisory and defense","value":"Prepare For Shareholder Activism","valueDescription":"Receive advice on preparing for and responding to shareholder activism and other hostile activity, along with support for shareholder engagement."},{"name":"Strategic and financial planning","value":"Plan Business Strategy And Finances","valueDescription":"Obtain strategic and financial planning advice to address business and corporate needs."},{"name":"Transaction structuring","value":"Structure Transactions With Expert Guidance","valueDescription":"Receive transaction structuring advice as part of the M&A process and related business advisory services."},{"name":"Integrated firm capabilities","value":"Access Broader Firm Capabilities","valueDescription":"Connect investment banking services with capabilities and solutions across Rockefeller Capital Management’s other lines of business."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://rockco.com","text":"Rockefeller Capital Management"},{"url":"https://www.rockco.com/rockefeller-global-family-office/","text":"Rockefeller Global Family Office"},{"url":"https://www.rockco.com/rockefeller-global-investment-management/","text":"Rockefeller Global Investment Management"},{"url":"https://www.rockco.com/rockefeller-global-investment-banking/","text":"Rockefeller Global Investment Banking"}]}