The Power of AurumINV Thinking
AurumINV is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
Wealth Management
Powerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
Capital Markets
Powerful Thinking focused on delivering unmatched expertise in the financing, trading, and research needs of municipalities, institutions, and emerging growth and middle market companies.
Investment Banking
Powerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.
Insights & Thought Leadership
We provide deep expertise in planning, investing, and transitioning wealth. Our financial professionals listen more closely, work harder, and think beyond the obvious to find opportunities customized for our clients’ growth and capital preservation—no matter the market environment. We answer only to our clients and measure our success by successfully delivering theirs.
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Investment Banking Transactions
Our proven team of experienced investment banking professionals deliver strategic advisory and capital markets solutions that help enable emerging-growth and mid-sized businesses to achieve their goals. Whether it’s raising capital, restructuring operations and finances, or pursuing a merger or acquisition, our client-centric approach is focused on helping clients take advantage of timely opportunities.
Our Story in Numbers
*As of June 30, 2025