Ivy Financial Planing & Associates

Ticonderoga Capital, based in Menlo Park, CA, specializes in providing capital to healthcare software and tech-enabled business services firms. The company supports the growth and development of these industries through its investment strategies and financial backing. Generated from their available business information

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

Focus YouNiversity is a financial planning and coaching company based in Foster City, CA, offering advice and guidance in a non-judgmental, shame-free environment to help individuals build the life they desire. Their No-Guilt Process empowers clients to make informed decisions based on knowledge, wisdom, and confidence, eliminating the influence of greed, fear, habit, or media noise. Founded by William Pitney, a financial planner and coach, Focus YouNiversity takes the time to understand each client's background, financial experience, and future plans, allowing them to tailor their services to individual needs. With a commitment to helping clients achieve their financial goals and feel confident about their money, Focus YouNiversity provides a supportive and educational approach to financial planning.Generated from the website