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Showing 1 - 12 of 28 results
VR MANAGEMENT, LLC
VR MANAGEMENT, LLC
Palo Alto, California
50-99 employees
Vision Risk Management Services Inc., located in Long Island, New York, is a comprehensive claims solutions company, which provides Third Party Administration services for Workers'​ Compensation, Automobile/No-Fault, and General Liability claims. VR Management Services understands that the most essential elements to a successful Third Party Administrator is an understanding of industry knowledge, reliable technology, and a thorough comprehension of our client's business and operational objectives. With an eye on cost containment, prudent claims handling and litigation strategies, our experienced team of licensed claim professionals are dedicated to providing our clients with the highest level of service resulting in the best outcome of their claims.
Retirement Benefits Rank
Top Benefits
LOWERY THOMAS LLC
LOWERY THOMAS LLC
Pebble Beach, California
1-24 employees
PASSION DRIVES SUCCESS In 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Lowery Thomas is our life’s work. We look forward to you joining us on this journey to the future where important decisions, obstacles and opportunities await. Thank you for taking the time to learn more about us, our firm, our philosophy and our passion. We hope you see the enthusiasm in each of us and the genuine interest we have in our clients. We value the chance to hear your life’s story, your interests and the goals that you pursue. The relationships with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet our clients' expectations. We strive for excellence, both in service and portfolio performance. Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for your financial situation. Our Expertise: CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.
Retirement Benefits Rank
Top Benefits
THREE BRIDGE WEALTH ADVISORS, LLC
THREE BRIDGE WEALTH ADVISORS, LLC
Portola Valley, California
1-24 employees
When approached properly, one's wealth and values are aligned. We refer to this as a life well lived. With unsurpassed service and industry knowledge, we craft comprehensive solutions that advance the values of our clients and their families. We work with a limited number of individuals and families to ensure we understand your specific family dynamics, your values, your goals. An experienced team of industry experts, we design fully integrated solutions tailored to our clients'​ needs and interests. As an independent firm, we offer access to unbiased, best-of-breed partners and professional service providers, delivering what is right and what is best for you.
Retirement Benefits Rank
Market Leading
WING VENTURE MANAGEMENT, LLC
WING VENTURE MANAGEMENT, LLC
Palo Alto, California
1-24 employees
Founded in 2013, Wing Venture Capital is a venture capital firm devoted to early-stage, long-term company building in the AI-first technology stack. The body of work of Wing's award-winning team spans more than two decades and dozens of successful early-stage companies, 21 of which went on to achieve billion-dollar-plus outcomes following IPOs or acquisitions. Its portfolio companies include Cohesity, Gong, Instart Logic, Juvo, Moogsoft, Palerra, Shape Security, and Snowflake.
Retirement Benefits Rank
Below Market
SILICON VALLEY CAPITAL PARTNERS, LP
SILICON VALLEY CAPITAL PARTNERS, LP
San Jose, California
1-24 employees
SILICON VALLEY CAPITAL PARTNERS, LP is an investment banking company based out of 1731 TECHNOLOGY DR, San Jose, California, United States.
Retirement Benefits Rank
Top Benefits
THE FOUNDRY, LLC
THE FOUNDRY, LLC
Menlo Park, California
1-24 employees
The Foundry is a team of entrepreneurs committed to inventing technologies and building companies that redefine the standard of care and transform patients’ lives. We work closely with physician advisors, corporate and venture capital investors and an elite network of talent to develop provocative concepts into pioneering therapies and world-class companies.
Retirement Benefits Rank
Below Market
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CLARITY WEALTH ADVISORS
CLARITY WEALTH ADVISORS
San Jose, California
1-24 employees
Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence. As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning. We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.
Retirement Benefits Rank
Market Leading
PLUTUS FINANCIAL, INC.
PLUTUS FINANCIAL, INC.
Mountain View, California
1-24 employees
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation and identify your dreams and goals. Long-term relationships that encourage open and honest communication have been the pillars of our success.
Retirement Benefits Rank
Below Market
BLUEPOINTE CAPITAL MANAGEMENT
BLUEPOINTE CAPITAL MANAGEMENT
Menlo Park, California
1-24 employees
BluePointe Capital Management is an SEC-registered independent advisory firm located in Menlo Park, CA. We function as the personal wealth manager for each of our clients and serve as their primary resource for financial decision-making. We specialize in helping successful entrepreneurs expand their success into the realm of investments by developing investment strategies suited to each client's respective goals and needs. Our team of experts concentrates on the financial challenges facing top executives and explores solutions for issues such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions. We limit our practice to a small number of relationships with the ultimate goal of maintaining a high level of personalized professional service. The information on our social media channels does not constitute a solicitation of investment advisory services. Any views expressed by BluePointe are for information purposes only and should not be considered investment advice. BluePointe comments, opinions and analysis are rendered as of the date given and may change without notice. No material posted by BluePointe is intended as a complete analysis of every material fact regarding any market, industry, investment or strategy. BluePointe does not endorse any comments that are posted and BluePointe's deletion of any comment should not be understood to be an approval of those comments and content that are not deleted. Opinions posted on our page do not necessarily represent the views of BluePointe. Third-party posts should not be considered endorsements of, or a positive reflection of, BluePointe investment advisory services. For disclosures click here: https://www.bluepointecapital.com/disclosures
Retirement Benefits Rank
Market Laggard
CERVIN VENTURES MANAGEMENT, L.L.C.
CERVIN VENTURES MANAGEMENT, L.L.C.
Palo Alto, California
1-24 employees
Cervin is an early-stage venture capital firm focused on building enduring enterprise-technology companies. The firm’s partners actively work with founders and product visionaries to design, build and bring disruptive technologies to market in order to change how the world works.
Retirement Benefits Rank
Market Competitive
BWA MANAGEMENT COMPANY LLC
BWA MANAGEMENT COMPANY LLC
Menlo Park, California
25-49 employees
Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). For over 100 years, the name Barnett has been associated with the banking and financial industry, and that experience combined with the key team members of BWA, provides our clients with the necessary tools for success. As an independent firm, our professionals value a strategic and unbiased approach to proper financial planning and wealth management. With today’s economic environment becoming more challenging and ever changing, our collective knowledgebase of research, sound risk management, and industry experience provides our clients with the necessary foundation to achieve their personal and business goals. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, SC
Retirement Benefits Rank
Below Market
LEDWITH FINANCIAL SERVICES, INC.
LEDWITH FINANCIAL SERVICES, INC.
Morgan Hill, California
1-24 employees
We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you manage your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services all backed by the full resources of LPL Financial. At Ledwith Financial Wealth Management responsive service to our clients is our number one priority and our team will be happy to assist you with any questions you may have. Please feel free to call on us. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ledwith Financial Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Competitive
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