Everest Management Corp

Everest Management Corp, located in Cupertino, California, is a finance institution that serves as a caretaker for all your wealth-related needs. Similar to a primary care physician for health, we work in partnership with our clients to provide holistic financial guidance. Our team of financial professionals is committed to bringing the knowledge, empathy, and integrity needed to serve you.

We specialize in working with ultra-wealthy families, offering customized solutions for investing, legacy planning, taxation, and philanthropy. Our clients often have complex financial situations, with high concentrations of assets, and a desire to impact society positively through philanthropy.

One of the unique benefits of working with Everest Management Corp is our proprietary software, which allows clients to manage their household capital across different brokerage platforms as a single portfolio. We take a bespoke approach to servicing our clients, ensuring that their financial goals are met.

As a SEC registered investment advisory firm, we are dedicated to making a positive impact on our clients' lives. For first-generation immigrants in the U.S., we offer unique insights and guidance on managing wealth in a new and unfamiliar environment.

If you are looking for a financial partner who will work with you to achieve your wealth management goals, contact Everest Management Corp today.