One Wealth Advisors

Serent Capital is a growth-focused equity firm based in San Francisco, CA, specializing in partnering with founder-led companies. With a portfolio of 50 companies, Serent provides purpose-driven partnership and expertise in various markets, offering resources and insights to help businesses grow faster. Their team of experienced operators and advisors work closely with founders to understand their industry challenges and opportunities, fostering a values-based approach to partnership. Known for their strategic and operational expertise, Serent Capital stands out from other private equity firms with their deep understanding of product growth and market expansion. Their commitment to building strong relationships with founders over time allows them to provide tailored support and guidance. By leveraging their principals' experience as CEOs, strategic advisers, and board members, as well as their extensive network of advisors, Serent Capital is able to assist their portfolio companies in achieving their goals and driving industry transformation.Generated from the website

Protected Investors of America (PIA) is a financial services firm founded in 1934, dedicated to offering personalized financial planning and investment strategies tailored to meet individual client needs. With a team of certified financial professionals, including CFPs and CFAs, PIA focuses on helping clients preserve wealth, build prosperity, and secure their financial future. Generated from the website