Ascend Capital LLC

The Alexis Group is a financial planning firm located in the heart of San Francisco, CA. With a focus on personalized financial strategies, they help clients achieve their financial goals through expert advice and tailored solutions. Their team of professionals is dedicated to providing top-notch service and fostering long-term relationships with clients. Generated from this place's information

EPIQ Capital Group, LLC is a Silicon Valley-based Multi-Family Office and Institutional Style-Investment Manager, primarily serving families and institutions with a net worth exceeding $100 million. Their offerings extend beyond traditional investment guidance, providing clients with access to exclusive opportunities and a personalized approach aimed at preserving generational wealth. With a focus on customized financial strategies, EPIQ leverages its extensive network and expertise to address various aspects of clients' financial lives. The firm offers a broad range of services, including investment advice, tax planning, and philanthropy, ensuring that each plan is tailored to meet the unique needs and goals of their clientele. Generated from the website

Farallon Management Consulting LLC is a strategic planning and coaching firm based in San Francisco, CA. With decades of real-world experience, they offer solutions that integrate traditional skills and new thinking to help businesses create and refine their plans for success. Their comprehensive services include identifying gaps and opportunities, providing a project plan with timelines and milestones, cost analysis, and scheduling. Recognizing the importance of guidance and support, Farallon Management Consulting emphasizes the value of coaching in achieving growth and profitability. They understand that successful individuals have had mentors or coaches throughout their journey, and they aim to provide the same level of guidance to their clients. By offering personalized coaching services, they help businesses establish a solid track towards success and profit.Generated from the website