Pomona Wealth Management
Pomona Wealth is a multi-family office headquartered in Geneva, Switzerland. Founded in 2014, its wealth originates from the founding partners’ careers in Swiss asset management and banking, and it provides investment management, asset supervision and...
Pomona Wealth Management
Pomona Wealth is a multi-family office headquartered in Geneva, Switzerland. Founded in 2014, its wealth originates from the founding partners’ careers in Swiss asset management and banking, and it provides investment management, asset supervision and holistic planning for entrepreneurs, families and private institutions. The firm structures discretionary mandates, oversees multi-asset portfolios and advises on succession, governance and cross-border strategies—delivers evergreen growth capital.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Tri-Cities
Corporate office
—
Frequently asked questions
What is Pomona Wealth Management?
Pomona Wealth Management is a bank / wealth / trust headquartered in Tri-Cities.
Where is Pomona Wealth Management headquartered?
Pomona Wealth Management is headquartered in Tri-Cities, in the North America region.
What does Altss track for Pomona Wealth Management?
Altss maintains an OSINT-verified profile of Pomona Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Pomona Wealth Management's website?
Pomona Wealth Management's public website is www.pomonawm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Pomona Wealth Management?
Pomona Wealth Management is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Pomona Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Pomona Wealth Management?
Pomona Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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