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Jordan Park
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Investment management and financial advisory services
Jordan Park
Work Here?
Investment management and financial advisory services
Overview
Jordan Park provides investment management and financial advice to individuals, families, and institutions, helping clients manage money and plan for their goals. Its team of empathetic problem solvers delivers personalized investment management and financial planning tailored to each client's needs and legacy goals. The firm emphasizes a distinct community and depth of experience, focusing on navigating complexity and aligning strategies with clients’ life outcomes. The goal is to enhance clients’ lives and legacies by helping them achieve meaningful financial outcomes for themselves and their causes.
About Jordan Park
Industries
Fintech
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
$247.8M
Headquarters
San Francisco, California
Founded
2017
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Simplify's Take
What believers are saying
- Jordan Park raised $70.9M for its impact fund on November 5, 2025.
- Recent filings show AUM still at $23.3B as of July 8, 2026.
- A June 2026 Senior Associate hire signals continued client-advisory expansion.
What critics are saying
- Forty-five percent of AUM sits at Fidelity, creating major custody concentration risk.
- Stockzoa shows $265M net selling and AUM down 4.99%, pressuring performance perception.
- A talent failure could trigger client defections, because the business depends on relationship managers.
What makes Jordan Park unique
- Jordan Park manages $23.3B across 4,487 accounts, serving ultra-wealthy families.
- Its client mix skews to high-net-worth individuals, charities, and pooled vehicles.
- The firm combines private-wealth management with impact and real-asset fund strategies.
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Funding
Total Funding
$247.8M
Above
Industry Average
Funded Over
0 Rounds
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Commuter Benefits
Fitness Reimbursement
Professional Development Budget
Company News
Ethic Scores $50M in Series C Back to Home. NEW YORK, NY, Ethic, a tech-driven asset management platform, has closed a $50 million Series C funding round led by the Jordan Park Group
NASHVILLE, Tenn., June 29, 2022--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults.
Matter Health has closed on a $35 million round of funding, led by San Francisco-based Jordan Park Group, Matter Health co-founder and CEO Mason Mercy said in an exclusive interview.
NASHVILLE, Tenn.--(BUSINESS WIRE)--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults. Matter Health’s unique model brings a total healthcare solution directly to patients through partnerships with affordable housing developments where Matter operates primary care clinics embedded within the community. Clinics offer holistic, preventative primary care to older adults who qualify for both Medicare and Medicaid
Jordan Park is Hiring for 8 Jobs on Simplify!
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About Jordan Park
Industries
Fintech
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
$247.8M
Headquarters
San Francisco, California
Founded
2017
Jordan Park is Hiring for 8 Jobs on Simplify!
Find jobs on Simplify and start your career today