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 13 Wealth Management companies in Palo Alto, 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 (Palo Alto, California)
Comerica – Technology & Life Sciences
Comerica – Technology & Life Sciences is a wealth management services.
Founder(s):
Location: Palo Alto, California, United States
Industries: Banking, Customer Service, Financial Services, Wealth Management
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EnrichVideo
EnrichVideo provides a solution for creating and sending personalized, interactive videos.
Founder(s): Chandu Sohoni, Poorna Nayak
Location: Palo Alto, California, United States
Industries: Wealth Management
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MarketRiders, Inc.
MarketRiders is an online robo-advisor.
Founder(s): Mitch Tuchman, Ryan Pfenninger, Stephen Beck
Location: Palo Alto, California, United States
Industries: FinTech, Wealth Management
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Cognizant Wealth Advisors
Cognizant Wealth Advisors is an independent fee only (no commission) fiduciary financial planning and investment firm.
Founder(s):
Location: Palo Alto, California, United States
Industries: Financial Services, Wealth Management
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Wealth Architects
Wealth Architects is an independent wealth management firm located in the Silicon Valley.
Founder(s): Mark T. Johnsen
Location: Palo Alto, California, United States
Industries: Financial Services, Wealth Management
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Cranium Capital
Cranium Capital provides wealth management, investment, venture capital, and financial advisory services.
Founder(s):
Location: Palo Alto, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Westridge Wealth Strategies
Westridge Wealth Strategies offers wealth management, investment management, tax strategy, risk management, and estate protection services.
Founder(s): Robert M. Cheney
Location: Palo Alto, California, United States
Industries: Advice, Asset Management, Financial Services, Risk Management, Wealth Management
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Schneider Wealth Management
Schneider Wealth Management is a financial planning and investment management firm.
Founder(s):
Location: Palo Alto, California, United States
Industries: Advice, Finance, Financial Services, Insurance, Risk Management, Wealth Management
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Zampella Real Estate Ventures
Zampella Real Estate Ventures is a real estate,acquisition,development and management Company.
Founder(s):
Location: Palo Alto, California, United States
Industries: Construction, Real Estate, Wealth Management
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Sand Hill Econometrics
Sand Hill Econometrics is in consulting services and portfolio management tools for risk & performance of alternative assets.
Founder(s):
Location: Palo Alto, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Hascash Exchange
Hascash Exchange is a financial services-based company.
Founder(s):
Location: Palo Alto, California, United States
Industries: Customer Service, Financial Services, Wealth Management
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Strategic Preservation Partners
Strategic Preservation Partners is an investment firm.
Founder(s):
Location: Palo Alto, California, United States
Industries: Banking, Finance, Financial Services, Funding Platform, Wealth Management
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Wealthfront
Wealthfront is a next-gen banking service that helps manage money for both short-term and long-term wealth.
Founder(s): Andy Rachleff, Dan Carroll
Location: Palo Alto, California, United States
Industries: Finance, Financial Services, FinTech, Personal Finance, Stock Exchanges, Wealth Management
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