Rockefeller Capital Management focuses on providing wealth planning, investment strategies, and financial advisory services primarily within the United States. The firm typically engages in later-stage investment rounds, including Series A, C, D, and E, with investments ranging from $15 million to $430 million. Their portfolio includes notable companies such as Allbirds, LeapXpert, Meati, Momnt, and Pivot Bio.

Key partners at Rockefeller Capital Management bring extensive experience from prestigious affiliations. The firm's investment philosophy centers on long-term value creation and strategic growth. They offer unique value-add services such as comprehensive wealth planning and consulting, leveraging their deep expertise to support portfolio companies in scaling effectively.