# Barry Ritholtz

> Barry Ritholtz is a seed investor at Ritholtz Wealth Management backing Financial Services. See 2 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Ritholtz Wealth Management](https://shizune.co/investors/profile/ritholtz-wealth-management)
- Location: Auburn, United States
- Total investments: 2
- Last investment: Jul 2022
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: http://www.linkedin.com/in/ritholtz
- X (Twitter): http://twitter.com/ritholtz
- Website: http://www.ritholtz.com
- Facebook: http://www.facebook.com/pages/Barry-Ritholtzs-Big-Picture/138896552840868

Barry Ritholtz is a seed investor at Ritholtz Wealth Management in Auburn focused on Financial Services and Artificial Intelligence. Barry Ritholtz is the Co-Founder and Chief Investment Officer of Ritholtz Wealth Management, a financial planning and asset management firm, with over $175 million in assets. He writes a daily column for Bloomberg View and a twice-monthly column on Personal Finance and Investing for The popular “Apprenticed Investor” columns at He is a frequent commentator on economics and financial markets, and has appeared as a regular guest in most major media outlets. In 2009, Barry Ritholtz wrote the book Bailout Nation, which was published by Wiley. Bailout Nation was named as the “Investment Book of the Year” by Stock Trader’s Almanac, and received a First Amendment Award for Outstanding Journalism: Best Book.In the summer of 2014, Barry Ritholtz began hosting a new series on Bloomberg Radio, called Masters in Business, an hour long deep dive in to the lives of people who drive markets and ventures. He also authors “Barry Ritholtz is on the Board of Advisors of Barry Ritholtz performed his graduate studies at Barry Ritholtz and his wife Wendy, an artist and teacher, currently reside in Long Island, New York with monsters Max and Jackson.

## Round sizes

| Stage | Round size |
| --- | --- |
| Seed | $2.6M–$4.5M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 1 | 50% |
| Artificial Intelligence | 1 | 50% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Quartr | Quartr is a software company serving the world of finance. Its product suite includes a variety of services, including a free mobile application, and a web application built for professionals, all having the same purpose - to bring the financial community closer together.With more than half a million people worldwide having experienced Quartr,ranging from private investors, journalists, and corporate professionals, it has become a key digital source of first-party company information. The Quartr mobile app is available for free on iOS, and Android and covers over 6500 public companies in 19 markets. Users can access company information - such as earnings calls, investor presentations, searchable transcripts with seamless text-to-audio transitions, earnings reports, and specific financial data. | $2.6M | Seed | Jul 13, 2022 |  |
| Quartr | Quartr is a software company serving the world of finance. Its product suite includes a variety of services, including a free mobile application, and a web application built for professionals, all having the same purpose - to bring the financial community closer together.With more than half a million people worldwide having experienced Quartr,ranging from private investors, journalists, and corporate professionals, it has become a key digital source of first-party company information. The Quartr mobile app is available for free on iOS, and Android and covers over 6500 public companies in 19 markets. Users can access company information - such as earnings calls, investor presentations, searchable transcripts with seamless text-to-audio transitions, earnings reports, and specific financial data. | $4.5M | Seed | Nov 04, 2021 |  |

2 of 2 investments shown.

## Co-investors
- [Öhman Group](https://shizune.co/investors/profile/%C3%B6hman-group) — VC Fund, 2 deals together
- [Centripetal](https://shizune.co/investors/profile/centripetal-capital) — VC Fund, 1 deal together
- [Flat Capital](https://shizune.co/investors/profile/flat-capital) — VC Fund, 1 deal together

## About Ritholtz Wealth Management

VC Fund · New York, United States

Financial Planning Asset Allocation

3 contacts available at Ritholtz Wealth Management.

| Name | Title | Profile |
| --- | --- | --- |
| Barry Ritholtz | Co-Founder and Chief Investment Officer | https://shizune.co/investors/profile/barry-ritholtz |
| Joshua Brown | CEO and Co-Founder | https://shizune.co/investors/profile/joshua-brown-2da8 |
| Tadas Viskanta | Director of Investor Education | https://shizune.co/investors/profile/tadas-viskanta |

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## Featured in investor lists
- [Financial Services Investors in Sweden](https://shizune.co/investors/financial-services-investors-sweden)
- [Financial Services Angel Investors in Sweden](https://shizune.co/investors/financial-services-angel-investors-sweden)
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- [Artificial intelligence Angel Investors in Sweden](https://shizune.co/investors/artificial-intelligence-angel-investors-sweden)

## FAQ

### What does Barry Ritholtz invest in?

Barry Ritholtz invests primarily in Financial Services and Artificial Intelligence startups, most often at Seed stage. Most of the 2 investments tracked by Shizune back companies in Sweden. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### What is Barry Ritholtz's check size?

Barry Ritholtz typically joins rounds of $2.6M–$4.5M at Seed. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Barry Ritholtz participates in.

### When did Barry Ritholtz last invest?

The most recent investment recorded for Barry Ritholtz closed in Jul 2022. Shizune tracks 2 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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