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 8 Wealth Management companies in Redwood City, 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 (Redwood City, California)
Alkanza
Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers.
Founder(s): Andres Villaquiran, Juan Becerra
Location: Redwood City, California, United States
Industries: Banking, Financial Services, FinTech, Risk Management, SaaS, Wealth Management
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Pettinelli Financial Partners
Pettinelli Financial Partners is a financial services company that offers investment and wealth management strategies.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Professional Services, Wealth Management
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Team Hewins
Team Hewins provides investment management and financial planning services.
Founder(s):
Location: Redwood City, California, United States
Industries: Advice, Financial Services, Wealth Management
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Griffin Black
Griffin Black is an investment advisor.
Founder(s): Jane Beule
Location: Redwood City, California, United States
Industries: Advice, Financial Services, Wealth Management
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Fintan Partners
Fintan Partners is expert in creating and managing innovative alternative investment solutions.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Wealth Management
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The Savvy Life
The Savvy Life offers monthly spending plans, cash flow planning, wealth management and consulting services.
Founder(s): Melissa Tosetti
Location: Redwood City, California, United States
Industries: Consulting, Finance, Personal Finance, Wealth Management
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Blue Elm Investments
Blue Elm Investments offers long-term wealth and safely diversifies investments that acquire and improve mobile home parks for families.
Founder(s):
Location: Redwood City, California, United States
Industries: Clean Energy, Real Estate Investment, Wealth Management
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Curran & Lewis
Curran & Lewis is a financial firm that provides wealth management and investment strategies to promote business growth for organizations.
Founder(s):
Location: Redwood City, California, United States
Industries: Consulting, Financial Services, Wealth Management
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