For decades, the term “ultra-high-net-worth individual” carried an air of quiet exclusivity—used mostly behind closed doors in private banks and family offices. But in recent years, interest in this elusive demographic has gone mainstream. From wealth migration policies to philanthropic strategies, UHNWIs are now influencing decisions that ripple far beyond their own balance sheets.
A small group with outsized influence
In 2025, the term Ultra-High-Net-Worth Individual (UHNWI) is having a moment—not just in finance circles but across legal, philanthropic, and geopolitical domains. This discreet demographic represents fewer than 0.003% of the global population, but controls more than a third of the world’s privately held wealth.
While the archetype of the UHNWI—yachts, private jets, and investment portfolios—is familiar, the reality is shifting. Their motivations, priorities and expectations are changing, and so too is the infrastructure built around them.
We rounded up a few companies that you might find interesting.
Sensiba
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity. Learn more
ClearMacro
ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to... Learn more
Clockwork
Clockwork offers a robust private investment management platform for family offices and global private investors, to... Learn more
Longship Invest
Cryptocurrency investments made easy. At Longship Invest, our mission is to guide you through the world of... Learn more
Addepar
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth... Learn more
What qualifies someone as a UHNWI?
The standard threshold sits at $30 million in investable assets, excluding a primary residence. But this benchmark is increasingly seen as a floor, not a definition.
Today, what really separates a UHNWI from a HNWI is complexity. It’s not just about having more wealth—it’s about the architecture required to manage it. This includes:
