Prudential Aegis

Cornerstone Asset Group is a financial services firm based in Santa Barbara, CA, specializing in wealth management and investment strategies. With a focus on personalized solutions, the company assists clients in achieving their financial goals through comprehensive planning and portfolio management. Utilizing a client-centric approach, Cornerstone Asset Group offers tailored financial guidance and expertise to individuals, families, and businesses. Their team of experienced professionals works diligently to provide customized solutions that align with each client's unique financial objectives and risk tolerance. Generated from their business information

Lead Edge Capital is a growth equity firm based in Santa Barbara, California, managing $5 billion in assets. The firm specializes in investing in software, internet, and tech-enabled businesses, leveraging a robust network of 700 executives, entrepreneurs, and dealmakers to accelerate growth and deliver value. With a focus on flexible capital and valuable connections, Lead Edge Capital distinguishes itself by facilitating collaboration among its portfolio companies and their prospective customers, advisors, and partners. The firm's strategy is underpinned by its unparalleled connections across a wide range of industries and functions, enhancing its ability to drive growth for its investments. Generated from the website

Kauffman Wealth Management is a boutique financial advisory firm based in Santa Barbara, CA. Specializing in personalized wealth management services, they assist clients in achieving their financial goals through strategic planning and investment management. With a focus on building long-term relationships based on trust and transparency, Kauffman Wealth Management provides comprehensive financial guidance tailored to each individual's unique needs and objectives. Generated from their business information