Dominari Holdings Inc.
Dominari Holdings Inc. operates as a holding company engaged in wealth management, investment banking, sales and trading, asset management, and insurance services through its subsidiaries. The company's website is https://www.dominariholdings.com/. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Dominari Holdings Inc. does
In the company’s own words
Dominari Holdings Inc. operates as a holding company engaged in wealth management, investment banking, sales and trading, asset management, and insurance services through its subsidiaries. The company's website is https://www.dominariholdings.com/.
The company's primary operating subsidiary, Dominari Securities LLC, is a dually registered broker-dealer and investment adviser that provides comprehensive financial services to high-net-worth individuals, families, corporate executives, and institutional clients. Dominari Securities offers full-service brokerage covering equities, fixed income, options, municipal bonds, mutual funds, and exchange-traded funds. Its wealth planning services include asset management, retirement solutions, insurance and annuity products, and trust and fiduciary services through third-party partners.
The investment banking division focuses on strategic advisory services and capital markets solutions for emerging growth and middle-market businesses across consumer retail, energy, financial institutions, healthcare, technology, education, and transportation sectors. Services include financial advisory on mergers and acquisitions, equities and debt capital markets offerings, fund placement, and private equity investments through special purpose vehicles. The company structures and manages SPVs providing investors access to private equity opportunities in early and late-stage emerging technology, medical technology, defense, and artificial intelligence sectors.
Dominari Securities provides institutional equity and fixed income sales and trading, equity derivatives and index options strategies, and securities lending services. Its asset management offerings include separately managed accounts, discretionary and non-discretionary advisory accounts, and alternative investments such as hedge funds and private equity funds. The company also operates a private market platform sourcing investments across various sectors.
Through Dominari Financial Heritage Strategies, a joint venture established in 2024, the company distributes insurance products including life insurance, private placement insurance, group medical plans, business insurance, and estate planning services. Additionally, the company established investment management platforms through wholly owned subsidiaries that structure and manage various fund series for institutional and high-net-worth investors.
As of December 31, 2025, the company employed 36 full-time employees. The company acquired its broker-dealer and investment adviser operations from Fieldpoint Private Bank & Trust in 2023, marking its transition from biotechnology operations to financial services.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 12239
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Dominari Holdings Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Dominari Holdings Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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