At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 100 Wealth Management companies in San Francisco, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (San Francisco, California)
Secfi
Secfi works with startup employees and founders to provide equity planning and stock option financing.
Founder(s): Frederik Mijnhardt, Wouter Witvoet
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Wealth Management
Follow:
Prifina
Prifina is a venture-backed firm offering resources and infrastructure for developers to help them build apps that run on user-held data.
Founder(s): Jouko Ahvenainen, Kimmo Kiviluoto, Markus Lampinen, Paulius Jurcys, Valto Loikkanen
Location: San Francisco, California, United States
Industries: Big Data, Blockchain, Developer APIs, Legal Tech, Open Source, Privacy, Software, Wealth Management
Follow:
The Beans
The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Founder(s): Melissa Pancoast
Location: San Francisco, California, United States
Industries: Finance, Financial Services, FinTech, Software, Wealth Management, Wellness
Follow:
MarketX
MarketX is an online investment platform revolutionizing access to the private equity market.
Founder(s): Cathryn Chen
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Information Services, Internet, Wealth Management
Follow:
Harvest Savings & Wealth Technologies
Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry.
Founder(s): Brad Matthews
Location: San Francisco, California, United States
Industries: Computer, Enterprise Software, Finance, Financial Services, Software, Wealth Management
Follow:
CogniCor
The Leading AI Digital Assistant Platform for Financial Services
Founder(s): Rosh Cherian, Sindhu Joseph
Location: San Francisco, California, United States
Industries: Artificial Intelligence, Customer Service, FinTech, InsurTech, Knowledge Management, Machine Learning, Natural Language Processing, Software, Virtual Assistant, Wealth Management
Follow:
Boast.AI
Boast.AI is a fintech platform that helps companies identify, claim, and finance R&D tax credits and government incentives.
Founder(s): Alex Popa, Kevin Southworth, Lloyed Lobo, Ryan Doom
Location: San Francisco, California, United States
Industries: Apps, Artificial Intelligence, Customer Service, Finance, Financial Services, FinTech, Mobile, Small and Medium Businesses, Wealth Management
Follow:
Lendtable
Lendtable provides income-constrained individuals with wealth-building cash advances.
Founder(s): Mitchell Jones, Sheridan Clayborne
Location: San Francisco, California, United States
Industries: Credit Cards, Finance, Financial Services, FinTech, Personal Finance, Wealth Management
Follow:
True Capital Management
True Capital Management is a multi-family office that offers business management and investment advisory services.
Founder(s): Doug Raetz, Heather Goodman
Location: San Francisco, California, United States
Industries: Finance, Insurance, Real Estate Investment, Risk Management, Venture Capital, Wealth Management
Follow:
FarmTogether
FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland.
Founder(s): Artem Milinchuk, David Chan, Josiah Terrell-Perica, Olga Ayvazyan
Location: San Francisco, California, United States
Industries: Agriculture, Farming, Financial Services, Wealth Management
Follow:
RetireOne
RetireOne is the leading, independent platform for fee-based insurance solutions.
Founder(s): David Stone, Jay Miller, Scott Strait
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Retirement, Wealth Management
Follow:
TheBankCloud
TheBankCloud offers digital banking, allowing banks and other financial institutions to deploy mobile technology in serving their customers.
Founder(s): Alfy Louis, Maurizio Greco, Tim Evans
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Mobile, Wealth Management
Follow:
simplifund
Simplifying alternative investments. A data-driven diversification tool for wealth advisers.
Founder(s): Douglas Scott, Jay Lipman
Location: San Francisco, California, United States
Industries: FinTech, Online Portals, Wealth Management
Follow:
MyVest
A financial technology pioneer, MyVest combines best practices in wealth management with with best-in-class technology.
Founder(s): Bill Harris, Chuck Lewis, Steve Warren
Location: San Francisco, California, United States
Industries: Enterprise Software, Finance, Financial Services, FinTech, Wealth Management
Follow:
Blockchange
BITRIA is the digital asset investing platform for professional wealth managers.
Founder(s): Daniel Eyre, Daniel Rothrock
Location: San Francisco, California, United States
Industries: Blockchain, Financial Services, Internet, Wealth Management
Follow:
Macroaxis
Macroaxis is an online personalized investment management service providing software solutions for the financial services sector.
Founder(s):
Location: San Francisco, California, United States
Industries: FinTech, Software, Wealth Management
Follow:
NextAdvisor
NextAdvisor.com provides independent reviews of consumer services. The company’s mission is to help consumers save money and improve their
Founder(s): R. Erik Larson
Location: San Francisco, California, United States
Industries: Consumer, Cryptocurrency, Finance, Internet, Personal Finance, Wealth Management
Follow:
Kera Capital Partners
Kera Capital Partners is a multi-family office operating at the intersection of private wealth management and venture capital.
Founder(s): Bryan Buchert, George Choe, Michael McCabe
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Venture Capital, Wealth Management
Follow:
Structural
Structural was founded by leaders in financial services and technology. Their approach to investment management is distinctly different
Founder(s): Dinesh Butani, Joel Hornstein
Location: San Francisco, California, United States
Industries: Employee Benefits, Financial Services, Internet, Wealth Management
Follow:
Robertson Stephens
Our mission is to lead with our investment strategy and provide comprehensive solutions to our clients.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Wealth Management
Follow:
Perigon Wealth Management
Wealth Management and Something More
Founder(s): Mat Johnson, Phil Hart
Location: San Francisco, California, United States
Industries: Asset Management, Financial Services, FinTech, Impact Investing, Risk Management, Wealth Management
Follow:
Kwanti
Portfolio analytics for financial advisors
Founder(s): Christophe Gauthron
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Risk Management, Wealth Management
Follow:
Seven Post Investment Office
Seven Post Investment Office provides customized investment strategies and wealth planning solutions with financial advisory services.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
NorthStar Systems International
NorthStar Systems International provides wealth management software solutions to financial services institutions.
Founder(s): Bob Zangrillo
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Information Technology, Software, Wealth Management
Follow:
Finaplex, Inc.
E-commerce software maker.
Founder(s):
Location: San Francisco, California, United States
Industries: E-Commerce, Retail, Software, Wealth Management
Follow:
Caerus Investment Advisors
Caerus Investment Advisors is a fee only investment advisor that provides holistic wealth management solutions.
Founder(s): Michael Cheung
Location: San Francisco, California, United States
Industries: Advice, Financial Services, FinTech, Wealth Management
Follow:
Rand & Associates
Rand & Associates is an independent registered advisory firm dedicated to excellence in wealth management.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Wealth Management
Follow:
San Francisco Sentry
San Francisco Sentry is an investment firm that offers trade settlement, business development and wealth management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Business Development, Finance, Financial Services, Wealth Management
Follow:
Legato Capital Management
Legato Capital Management specializes in wealth management, capital management and investment return solutions.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Finance, Financial Services, Risk Management, Wealth Management
Follow:
Catalyst Private Wealth
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology.
Founder(s): Brad Herman, Brendan Connaughton, Bryan Wilson, John Dodd, Mitch Sands
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, FinTech, Wealth Management
Follow:
iCapRate
AngelList Syndicate for commercial real estate investment.
Founder(s): Adam Smith, Dan Tealdi
Location: San Francisco, California, United States
Industries: Commercial Real Estate, FinTech, Wealth Management
Follow:
VictorWealth
VictorWealth provides wealth creation, risk mitigation, investment management, tax management, income generation, and custom solutions.
Founder(s):
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
52 Capital Partners
52 Capital Partners is an advisory firm that offers business and strategic advice in the field of transactions, mergers and acquisitions.
Founder(s): David P. Willard
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Sea Cliff Capital International
Sea Cliff Capital International specializes in advisory, capital raising, technology transfer, cross border merger and acquisition services.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Venture Capital, Wealth Management
Follow:
FundX Investment Group
FundX Investment Group provides investment advice, wealth management, and financial planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
SEISMIC CENTER ASAR
Seismic Center ASAR is a non-governmental organisation active in the field of research and development.
Founder(s): Seismic Center Members
Location: San Francisco, California, United States
Industries: Civil Engineering, Environmental Engineering, Information Technology, Physical Security, Renewable Energy, Software Engineering, Wealth Management
Follow:
ReFlow Services
ReFlow Services is an investment management firm that offers mutual fund services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Professional Services, Wealth Management
Follow:
Vernal Point
Vernal Point is a management-owned wealth advisory firm.
Founder(s): Paul Morelli
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
Impact Labs Inc.
Empowering High Performance Wealth Mgt. with First-of-a-Kind Socially-Responsible Port-Generation Software. Socially-Selective℠ + Tax Smart
Founder(s): Jason Escamilla
Location: San Francisco, California, United States
Industries: Cloud Data Services, Impact Investing, Software, Wealth Management
Follow:
Chequers Financial Management
Chequers Financial Management offers advisory services for managing substantial wealth and ultra-high net worth families.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
OSBORNE PARTNERS Capital Management
OSBORNE PARTNERS Capital Management is delivering investment management and financial plannings.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Finance, Financial Services, Wealth Management
Follow:
St. Vincent de Paul Society of San Francisco
SVDP-SF offers hope and service on a direct person-to-person basis, working to break the cycles of homelessness.
Founder(s):
Location: San Francisco, California, United States
Industries: Facilities Support Services, Professional Services, Wealth Management
Follow:
Florin Pensions
Florin Pensions is an advisory firm that provides investment and pension transfer consulting services.
Founder(s): Charles Cockerton, Emma Cockerton
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
Union Square Global Wealth Management
Union Square Global Wealth Management provides investment advice to investment funds and individuals.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Finance, Wealth Management
Follow:
Benningfield Financial Advisors
Benningfield Financial Advisors offers investment management strategies and broad financial planning services to individuals and families.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Raphael House
The Raphael House provides a comprehensive continuum of services that help children and parents achieve stability & financial independence.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Communities, Education, Family, Non Profit, Personal Development, Wealth Management, Wellness
Follow:
BakerAvenue
BakerAvenue is a wealth management firm that specializes in retirement planning,eldercare,philanthropy and estate planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Communities, Financial Services, Wealth Management
Follow:
Fire Capital Management
Fire Capital Management is an investment management company that offers investment strategies, wealth and risk management services.
Founder(s): Michael J. Firestone
Location: San Francisco, California, United States
Industries: Financial Services, Professional Services, Risk Management, Wealth Management
Follow:
Upstart Wealth Management
Upstart Wealth Management offers financial planning, investment management, tax planning, and preparation services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
Ashfield Capital Partners
Ashfield Capital Partners is a wealth management company that offers investment advisory, insurance services and retirement plans.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
The Advisory Group of San Francisco
The Advisory Group is a financial planning and investment management company.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Consulting, Finance, Financial Services, Retirement, Wealth Management
Follow:
ImpactAdvisor
ImpactAdvisor is an investment advisory company.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Real Estate Investment, Wealth Management
Follow:
Pathfinder Capital
Pathfinder Capital provides real estate investment and financial services for all investors
Founder(s):
Location: San Francisco, California, United States
Industries: Finance, Real Estate, Real Estate Investment, Wealth Management
Follow:
Pillar6 Advisors
Pillar6 Advisors specializes in financial planning, insurance, asset management, financial advisory and wealth management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Asset Management, Financial Services, Insurance, Wealth Management
Follow:
Garhwal, Chan & Williams
Garhwal, Chan & Williams is a wealth management firm that provides investment management, advisory and financial services.
Founder(s): Anita Chan, Hari Garhwal
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Sterling Futures
Sterling Futures provides investment management, financial, retirement planning, and counseling services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
Leading Edge Investment Advisors
Leading Edge Investment Advisors is a company which provides US Equities, US Fixed Income, International Equity & Private Equity services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Wealth Management
Follow:
Montcalm TCR
Montcalm TCR offers advice, consulting, financial, marketing, investment, wealth and risk management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
Working Equity
Working Equity provides equity protection services for home buyers, homeowners, and home sellers in the United States.
Founder(s):
Location: San Francisco, California, United States
Industries: FinTech, Wealth Management
Follow:
Monarch Partners
Monarch Partners is a modern private equity firm that specializes in strategic investments and scalable startups in high growth markets.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Fitbookr
Fitbookr connects people wanting to get healthy with the people who can best help them.
Founder(s):
Location: San Francisco, California, United States
Industries: Communities, Fitness, Health Care, Online Portals, Wealth Management
Follow:
Human Interest
Human Interest helps employees of small and medium-sized businesses save for retirement.
Founder(s): Paul Sawaya, Roger Lee
Location: San Francisco, California, United States
Industries: Employee Benefits, Financial Services, FinTech, Wealth Management
Follow:
Eigen 10 Advisors
Eigen 10 Advisors specializes in consulting, market analysis, portfolio strategy, reporting, data analytics and portfolio management.
Founder(s):
Location: San Francisco, California, United States
Industries: Analytics, Consulting, Wealth Management
Follow:
Polaris Greystone Financial Group
Polaris Greystone Financial Group provides financial services, exceptional client service and portfolio management.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Sequent RE + WM
Sequent RE + WM specializes in portfolio support, tax deferral strategies, wealth management, real estate consulting, and services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Real Estate, Wealth Management
Follow:
Great Gable Partners
Great Gable Partners provides financial planning, alternative asset management, and wealth advisory services.
Founder(s): Jacques Soenens
Location: San Francisco, California, United States
Industries: Advice, Asset Management, Financial Services, Wealth Management
Follow:
The Financial Advisory Group
The Financial Advisory Group offers financial, estate planning, wealth management, tax consultation, risk, and debt management services.
Founder(s): James O. Davis
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Retirement, Risk Management, Wealth Management
Follow:
Acutus Analytics
Acutus Analytics provides investment evaluation, financial planning, fundraising support, due diligence, and portfolio management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Insurance, Wealth Management
Follow:
Dedicated Capital Advisors
Dedicated Capital Advisors offers wealth management, business strategy, investment advisory, legacy and tax planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Finance, Financial Services, Wealth Management
Follow:
Portsmouth Financial Service
Portsmouth Financial Services provides wealth management, brokerage, insurance products, investment planning, and advisory solutions.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Oakside Consulting Group
Oakside Consulting Group is a boutique San Diego-based firm dedicated to providing Salesforce solutions for investment firms.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Information Technology, Wealth Management
Follow:
The Pidgeon Group
The Pidgeon Group provides wealth management, financial, accounting, risk management, tax, and investment planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Accounting, Financial Services, Professional Services, Risk Management, Wealth Management
Follow:
Mission Creek
Mission Creek is an advisory firm that offers investment planning strategies and wealth management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
Etonway Financial
Etonway Financial is provided financial services and estate planning.
Founder(s):
Location: San Francisco, California, United States
Industries: Finance, Insurance, Real Estate, Wealth Management
Follow:
Lindquist, von Husen & Joyce
Lindquist, von Husen & Joyce is an accounting firm that offers audit, attestation, taxation and advisory services for multiple sectors.
Founder(s): Rudy Lindquist
Location: San Francisco, California, United States
Industries: Accounting, Financial Services, Wealth Management
Follow:
Barlow & Hughan
Barlow & Hughan is a CPA firm that renders accounting, tax planning, wealth management, estate and tax preparation services.
Founder(s): Wade C Hughan, William P. Barlow
Location: San Francisco, California, United States
Industries: Accounting, Finance, Financial Services, Wealth Management
Follow:
Permanent Portfolio Family of Funds
Permanent Portfolio Family of Funds provides wealth management, mutual funds, and financial services.
Founder(s):
Location: San Francisco, California, United States
Industries: Family, Financial Services, Wealth Management
Follow:
PARIS Financial Planning
PARIS Financial Planning offers wealth management, safe money strategies, financial, retirement and social security planning services.
Founder(s): Patricia Allen
Location: San Francisco, California, United States
Industries: Financial Services, Retirement, Wealth Management
Follow:
Open Advisors
Open Advisors specializes in providing wealth protection, transfer strategies, investment management, and financial planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Finance, Financial Services, Wealth Management
Follow:
Macroclimate
Macroclimate specializes in impact investing, wealth management, retirement planning, and financial advisory services.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Impact Investing, Retirement, Wealth Management
Follow:
Stoffer Wealth Advisors
Stoffer Wealth Advisors provides financial and retirement planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Professional Services, Retirement, Wealth Management
Follow:
Elevon Wealth Management
Elevon Wealth Management is a financial firm that offers retirement planning and investment advisory solutions.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Silicon Private Wealth
Silicon Private Wealth is a wealth management firm that offers wealth management and financial services.
Founder(s): Pat Williams
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
One Wealth Advisors
One Wealth Advisors is a financial advisory company that offers financial planning, wealth management, asset allocation, & related services.
Founder(s): David Steele, Jonathan Steele
Location: San Francisco, California, United States
Industries: Consulting, Finance, Financial Services, Professional Services, Wealth Management
Follow:
Delagnes, Mitchell & Linder
Delagnes, Mitchell & Linder is an accounting and tax firm.
Founder(s):
Location: San Francisco, California, United States
Industries: Accounting, Advice, Financial Services, Wealth Management
Follow:
Rawsome Healthy
Rawsome Healthy helps in weight management and balancing hormones by providing diet and nutrition awareness.
Founder(s):
Location: San Francisco, California, United States
Industries: Health Care, Lifestyle, Wealth Management, Wellness
Follow:
KB Financial Advisors
KB Financial Advisors provides financial planning and wealth management to busy professionals.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Wealth Management
Follow:
Burgess Financial Planning
Burgess Financial Planning offers wealth management, insurance, and financial planning services to help grow and maintain the wealth.
Founder(s): Sean Burgess
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Insurance, Wealth Management
Follow:
N W K Group
NWK Group is an independent investment advisory that providing objective, innovative strategies for organizations, individuals and families.
Founder(s): Jim Kolinos, Marte Werner
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
AVR Asset Management
AVR Asset Management is a financial institution that offers investment planning, portfolio strategies, and wealth allocation services.
Founder(s):
Location: San Francisco, California, United States
Industries: Asset Management, Financial Services, Impact Investing, Professional Services, Wealth Management
Follow:
Bank of the West
Bank of the West is a financial firm that provides an array of loans, lending, banking, trading, investment, and wealth management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Lending, Wealth Management
Follow:
Gridley Associates
Gridley Associates offers financial planning and investment management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Accounting, Financial Services, Professional Services, Wealth Management
Follow:
Golden Gate Personal Financial Planning
Golden Gate Personal Financial Planning offers financial services in consulting, investment management and advice.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Consulting, Financial Services, Wealth Management
Follow:
TaxPlus Financial Services
TaxPlus Financial Services offers wealth management services for individuals, small businesses, partnerships, corporations, and trusts.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Wealth Management
Follow:
Hilltop Advisors
Hilltop Advisors is an advisory company that deals with investment, employee benefits and wealth management.
Founder(s): Michael Coholan
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
Cullen Financial Advisors
Cullen Financial Advisors provides financial, estate, retirement planning, insurance, wealth, and investment management advisory services.
Founder(s): Michael S. Cullen
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Insurance, Retirement, Wealth Management
Follow:
Humphreys Group
Humphreys Group is a women-owned financial advisory firm that offers wealth management, investment planning, and asset allocation services.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Impact Investing, Wealth Management, Women’s
Follow:
Celenian Capital
Celenian Capital is investment management, research and financial services firm based in San Francisco.
Founder(s):
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
F2 Strategy
F2 Strategy is a consultancy that specializes in implementation, market research, outsourced CTO, and wealth management technology services.
Founder(s): Doug Fritz
Location: San Francisco, California, United States
Industries: Consulting, FinTech, Market Research, Professional Services, Wealth Management
Follow:
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
Founder(s): Daniel Macklin, Ian Brady, James Finnigan, Michael Cagney
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Life Insurance, Wealth Management
Follow: