Crypto & digital assets

401 Financial

The right now adviser for the next-gen investor.

Andy Moran, CFP®

Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Ascend Investment Partners

Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.

Balance Wealth

We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.

Ballast Rock Private Wealth

Comprehensive and bespoke wealth management with curated access to private investments.

Brian Seymour

Guiding First-Generation Wealth Builders

CAPTRUST

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

Certified Exit Planners

We increase your company value by 72% to prepare for a sale

D&M Strategic Wealth

DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning.

Daniel DeSouza

Daniel M Kavanaugh CPA Inc

We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals.

Inflection Point Wealth Management

We help executives of publicly traded companies turn complex equity compensation and executive benefits into clear, tax-efficient wealth strategies.

Jeffrey Schlotterbeck

Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses.

Kevin Feig

Rewrite Your Money Story. Build Real Wealth.

Mark Cecchini, CFP® - Quadrant Capital

Comprehensive wealth management and equity advice for people in tech/crypto with $2m+.

Matt-Magee, CFP®

We take your personal finances personal.

Robinson Crawford

Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.

Rora Wealth

Financial advice for startup founders and tech employees with equity compensation.

Rush Imhotep

Financial Planning practice servicing founders and investment professionals located in Atlanta GA.

Seth Shepherd

"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.

Steven Evensen - Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.

Steward

A modern estate planning firm combining technology with expert attorney support

Taylor Nissi

On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.

Thomas-Kopelman

We help high net income/ high worth business owners manage their entire financial life.

Thompson Family Office

Putting the clients goals and objectives first and foremost.

Titan

Award-winning modern wealth management firm for high earning professionals.

VDB Wealth

A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.

Womack Financial

Your personal wealth manager, advising on and managing both public and private investments.