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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Chime, the fastest growing challenger bank in the U.S. is a technology company focused relentlessly on helping our members achieve financial peace of mind.
PEAK Financial Group is a MontríŠal, QC-based company in the Financial Services sector.
GRT Financial, Inc. is a licensed debt settlement company focused on providing cost-effective representation to clients seeking to negotiate the reduction of unsecured debt.
True Wind is a San Francisco based private equity firm, focused on partnering with management teams and investing in leading technology companies across niche sectors within large and growing markets, Our founders have invested over $10 billion of equity public and private transactions and have 70 combined years of experience building successful companies in a variety of industries, geographies, economic cycles, and transaction types. Our cross-sector investment history provides a diverse set of experiences and skills, which we leverage and focus within a disciplined technology practice.