Aurum Capital Management

Lodestar is an independent financial planning and wealth management firm based in Alamo, CA, offering comprehensive and individually tailored services to clients in the Bay Area. With a focus on a holistic approach that includes asset management, financial planning, and tax planning, their team of experts is dedicated to guiding clients towards their financial goals. Recognizing the value of personalized and honest advice, Lodestar stands out from the crowd of financial advisors and wealth managers, delivering tailored solutions that truly understand and help clients. As a fee-only firm, they are solely compensated by their clients, ensuring unbiased recommendations and a commitment to their clients' best interests.Generated from the website

Kln Financial Group, located in San Jose, CA, offers a range of financial services including bookkeeping and tax preparation. With a focus on personalized attention and expertise, they strive to assist clients in managing their financial needs effectively. SK Morton Financial Group, serving the San Jose area, provides professional financial services in a convenient location. Their team is dedicated to helping individuals and businesses navigate the complexities of financial planning with a commitment to excellence.Generated from the website

Altamont Capital Partners is a private equity firm based in Palo Alto, California, established in 2010, that specializes in transforming and scaling lower-middle market companies. With over $4 billion of capital under management, the firm emphasizes long-term control investments and partners with management teams to implement proven business-building strategies across various sectors, including Industrials, Business Services, Financial Services, and Franchising. The firm's approach is centered on operational and strategic improvements rather than financial engineering, allowing them to act as hands-on partners in the development of their portfolio companies. Altamont's team is composed of experienced professionals who provide significant support tailored to each company's unique needs, leveraging their deep industry expertise and extensive networks to drive success. Generated from the website