Abacus Wealth Partners

Summitry is a Bay Area Investment advisor firm and offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has more than $2.8 billion in AUM (as of 11/01/2024), a size large enough to possess highly sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. Summitry offers a range of services, including personalized financial advisor bay area, retirement planning, and wealth management bay area services.

Storm Ventures is an early-stage venture capital firm based in Menlo Park, California, specializing in B2B software investments. With over 23 years of experience, the firm has successfully helped numerous founders navigate the journey from inception to industry leadership, focusing on disruptive startups in sectors such as enterprise infrastructure, cybersecurity, and artificial intelligence. The company's approach to unlocking growth is likened to a surfer catching a wave, emphasizing the transition from effortful paddling to effortless surfing. Storm Ventures fosters a vibrant community of founders, providing valuable resources and partnerships aimed at scaling growth and achieving significant milestones in their business journeys. Generated from the website

HL Financial Group, based in San Mateo, CA, specializes in providing a range of financial services to clients. Their offerings include estate conservation, college funding, charitable giving, managed investing, and asset management. With a focus on personalized financial planning, HL Financial Group aims to help individuals and families achieve their financial goals and secure their financial future. Their experienced team is dedicated to providing expert guidance and tailored solutions to meet each client's unique needs. Generated from their available business information