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Triangle Peak Partners LP is a multistrategy asset management firm based in Palo Alto, California, specializing in growth-stage investments in technology, cleantech, and energy sectors. The firm’s diverse portfolio includes innovative companies such as a crowdsourced bug bounty platform, a peer-to-peer car sharing service, and a residential solar power provider. Founded in 2008, Triangle Peak Partners is led by a team of experienced professionals, including co-founding partners Scott Bilyeu and Dain F. DeGroff, who bring extensive backgrounds in finance, investment banking, and technology. The firm is committed to implementing best practices and providing capital and counsel to both private and public companies in its focus areas. Generated from the website

Ivy Financial Planning & Associates is a financial planning firm based in Palo Alto, CA, specializing in creating personalized financial strategies for individuals and businesses. With a focus on long-term financial stability and growth, the firm offers services such as retirement planning, investment management, and estate planning to help clients achieve their financial goals. Generated from their business information

Our wealth management advisors in TIAA’s Palo Alto, CA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2906.