Insights

Growth Acquisition Moirai Wealth Management was recently acquired by RWA Wealth Partners for $344 million, indicating a significant valuation and potential for expansion opportunities in high net worth client services.

Client Diversification The firm has demonstrated a history of attracting and retaining notable clients, such as Swindon Town Community Mutual Ltd, and has actively sold assets like lease interests, highlighting a focus on portfolio flexibility which could be expanded.

Boutique Expertise With a personalized approach and 30 years of experience, Moirai specializes in serving high net worth individuals, providing an opening to offer advanced wealth management solutions tailored to sophisticated clientele.

Technology Adoption Utilizing modern web optimization and security tools such as Cloudflare, Bootstrap, and jQuery, Moirai demonstrates a commitment to leveraging technology for client engagement and data security, offering opportunities to present enhanced digital services.

Market Positioning Compared to large industry players with thousands of employees and billions in revenue, Moirai's smaller size may allow for personalized service expansion and targeted upselling of premium financial planning and advisory offerings.

Moirai Wealth Management Tech Stack

Moirai Wealth Management uses 8 technology products and services including Cloudflare Web Optimizations, Apple iCloud Mail, jQuery Migrate, and more. Explore Moirai Wealth Management's tech stack below.

  • Cloudflare Web Optimizations
    Analytics
  • Apple iCloud Mail
    Email
  • jQuery Migrate
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • X-XSS-Protection
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology

Moirai Wealth Management's Email Address Formats

Moirai Wealth Management uses at least 1 format(s):
Moirai Wealth Management Email FormatsExamplePercentage
FLast@moirai.comJDoe@moirai.com
43%
First@moirai.comJohn@moirai.com
7%
FLast@moirai.comJDoe@moirai.com
43%
First@moirai.comJohn@moirai.com
7%

Frequently Asked Questions

Where is Moirai Wealth Management's headquarters located?

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Moirai Wealth Management's main headquarters is located at 722 Montgomery Street San Francisco, California 94111 United States. The company has employees across 1 continents, including North America.

What is Moirai Wealth Management's official website and social media links?

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Moirai Wealth Management's official website is moirai.com and has social profiles on LinkedIn.

What is Moirai Wealth Management's SIC code NAICS code?

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Moirai Wealth Management's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Moirai Wealth Management have currently?

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As of February 2026, Moirai Wealth Management has approximately 2 employees across 1 continents, including North America. Key team members include Farm Technician: K. L.. Explore Moirai Wealth Management's employee directory with LeadIQ.

What industry does Moirai Wealth Management belong to?

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Moirai Wealth Management operates in the Financial Services industry.

What technology does Moirai Wealth Management use?

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Moirai Wealth Management's tech stack includes Cloudflare Web OptimizationsApple iCloud MailjQuery MigrateLodashFlywheelX-XSS-ProtectionBootstrapX-Content-Type-Options.

What is Moirai Wealth Management's email format?

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Moirai Wealth Management's email format typically follows the pattern of FLast@moirai.com. Find more Moirai Wealth Management email formats with LeadIQ.

When was Moirai Wealth Management founded?

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Moirai Wealth Management was founded in 2000.

Moirai Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families. We work closely with other professionals such as tax accountants, attorneys, bankers and insurance specialists to examine all aspects of our clients' financial pictures and build solutions to meet their financial goals.

With 30 years experience, our principal has successfully weathered multiple financial cycles and grown with her clients, some of whom have been with her for decades. It's a very personal approach.

Moirai provides fee-based advisory services which allows unbiased guidance.

Section iconCompany Overview

Headquarters
722 Montgomery Street San Francisco, California 94111 United States
Website
moirai.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Moirai Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Moirai Wealth Management's revenue is estimated to be in the range of $1M$10M

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