Capital partners in California
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Crown Capital Securities
● OpenCrown Capital Securities is a reputable finance institution located at 725 Town and Country Road in Orange, California, United States. With a strong commitment to providing exceptional financial services, Crown Capital Securities offers a wide range of investment options and financial solutions to help individuals and businesses achieve their financial goals. The experienced team at Crown Capital Securities is dedicated to providing personalized service and expert guidance to help clients navigate the complexities of the financial market. Whether you are looking to invest in stocks, bonds, or other financial products, Crown Capital Securities is your trusted partner in building and protecting your wealth.
725 Town and Country Rd, Orange, CA 92868, United States -
Kovitz (formerly AFAM Capital)
● ClosedKovitz (formerly AFAM Capital) is a finance institution located at 20 Enterprise in Aliso Viejo, California, United States. Our team is known for our long-tenured and tight-knit relationships, relying on knowledge and logic to serve our clients and employees with excellence. We prioritize discipline, patience, and an "owner mindset" to filter out market noise and seek long-term value for our clients. Our goal is to deliver an unparalleled experience, acting as partners with our clients and investing side-by-side. We offer value through a simple, transparent fee structure, ensuring that our clients receive the best possible service.
20 Enterprise Suite 305, Aliso Viejo, CA 92656, United States -
Triton Pacific Capital Partner
● OpenTriton Pacific Capital Partners is a premier financial institution located at 31473 Rancho Viejo Road in San Juan Capistrano, California. Specializing in investment banking and private equity, Triton Pacific provides a wide range of financial services to individuals and businesses. With a strong track record of success and a commitment to excellence, Triton Pacific Capital Partners is a trusted partner for all your financial needs.
31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675, United States -
Crespi Capital
● OpenCrespi Capital is a financial institution located at 103 Avenida Del Mar in San Clemente, California, United States. Specializing in ATM services and finance, Crespi Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to excellence and customer satisfaction, Crespi Capital is a trusted partner for all your financial needs.
103 Avenida Del Mar, San Clemente, CA 92672, United States -
Mitchell Anthony Capital Management
● ClosedMitchell Anthony Capital Management is a leading finance institution located at 9259 Research Drive in Irvine, California, United States. With a strong focus on providing top-tier investment management services, Mitchell Anthony Capital Management is dedicated to helping clients achieve their financial goals and secure their financial future. Our team of experienced professionals works tirelessly to provide personalized investment strategies tailored to each client's unique needs and objectives. Trust Mitchell Anthony Capital Management to be your partner in navigating the complex world of finance and achieving long-term financial success.
9259 Research Dr, Irvine, CA 92618, United States -
Sage Capital Advisors LLC
● ClosedSage Capital Advisors LLC is a finance institution located in San Diego, California. As an independent, fiduciary, and fee-only firm, we prioritize helping our clients achieve their financial goals with integrity and personalized asset management. With over a decade of experience, we specialize in assisting small business owners, affluent individuals, tribal entities, and professionals in growing and preserving their wealth. Our services include consultative financial planning and disciplined investment management tailored to each client's unique needs. At Sage Capital, we are committed to guiding our clients towards making informed financial decisions and working towards their long-term goals. If you're looking to partner with a trusted team to maximize efficiency and returns on your investments, we invite you to learn more about our services. Please note that our advisory services are only offered where we are properly licensed or exempt from licensure. Investing involves risk, and past performance is not indicative of future returns. Contact Sage Capital Advisors LLC to start planning for your financial future today.
5672 La Jolla Blvd, La Jolla, CA 92037, United States -
Carmel Capital Partners
● ClosedCarmel Capital Partners is a finance institution located at 11750 Sorrento Valley Road in San Diego, California, United States. Specializing in investment management and financial services, Carmel Capital Partners offers personalized solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, Carmel Capital Partners is dedicated to helping clients achieve their financial goals and secure their financial future.
11750 Sorrento Valley Rd, San Diego, CA 92121, United States -
Preferred Capital Advisors
● OpenPreferred Capital Advisors is a leading finance institution located at 555 Capitol Mall in Sacramento, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, our team is here to provide you with the guidance and support you need. Trust Preferred Capital Advisors to be your preferred partner in finance.
555 Capitol Mall, Sacramento, CA 95814, United States -
Flaherty Capital Markets LLC
● OpenFlaherty Capital Markets LLC is a finance institution located at 3721 Douglas Boulevard in Roseville, California, United States. They specialize in providing a wide range of financial services, including investment banking, asset management, and advisory services. With a team of experienced professionals, Flaherty Capital Markets LLC is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking financial guidance and support.
3721 Douglas Blvd #350, Roseville, CA 95661, United States -
Falcon Bridge Capital LLC
● OpenFalcon Bridge Capital LLC is a finance institution located at 1999 Harrison Street in Oakland, California, United States. Specializing in investment management and financial advisory services, Falcon Bridge Capital LLC is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound investment strategies. With a team of experienced professionals, Falcon Bridge Capital LLC provides personalized solutions tailored to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, Falcon Bridge Capital LLC is a trusted partner in financial success.
1999 Harrison St #1575, Oakland, CA 94612, United States -
Elderberry Capital
● ClosedElderberry Capital is a premier finance institution located at 3223 Hanover Street in Palo Alto, California, United States. Specializing in wealth management, investment strategies, and financial planning, Elderberry Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Elderberry Capital is a trusted partner for all your financial needs.
3223 Hanover St suite 110, Palo Alto, CA 94304, United States -
Sageview Capital
● ClosedSageview Capital, located at 245 Lytton Avenue in Palo Alto, California, is a finance institution that goes beyond just providing capital. With a focus on collaborating with entrepreneurs to develop custom strategies for success, Sageview Capital offers decades of experience, operational expertise, and a vast network to help scale businesses. As active partners, they take a lead investor mindset and provide board representation to support entrepreneurs in all aspects of their business, from organizational design to product pricing. Specializing in backing ambitious entrepreneurs in the software and tech-enabled industries, Sageview Capital aims to build long-lasting companies that redefine their respective industries. Whether investing in B2B or B2C software, tech-enabled platforms, or e-commerce solutions, Sageview Capital seeks out industry disruptors that are changing the way industries and individuals operate.
245 Lytton Ave # 250, Palo Alto, CA 94301, United States -
Direct Capital Funding
● ClosedDirect Capital Funding is a premier finance and real estate agency located at 333 North Lantana Street in Camarillo, California, United States. With a team of experienced professionals, we specialize in providing funding solutions for real estate investments, acquisitions, and development projects. Our personalized approach and commitment to excellence make us a trusted partner for individuals and businesses seeking capital for their real estate ventures. Contact us today to discuss your financing needs and let us help you achieve your investment goals.
333 N Lantana St #113, Camarillo, CA 93010, United States -
Rooke Capital Management
● ClosedRooke Capital Management is a reputable finance institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Specializing in investment management, financial planning, and wealth management services, Rooke Capital Management is known for its personalized approach and commitment to helping clients achieve their financial goals. With a team of experienced professionals and a track record of success, Rooke Capital Management is a trusted partner for individuals and businesses seeking expert financial guidance.
30700 Russell Ranch Rd #250, Westlake Village, CA 91362, United States -
Rustic Canyon Partners
● ClosedRustic Canyon Partners is a finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on investing in innovative and high-growth companies, Rustic Canyon Partners provides strategic guidance and financial support to help businesses thrive. Their team of experienced professionals offers expertise in various industries, making them a valuable partner for entrepreneurs looking to scale their ventures. Whether you are a startup seeking funding or an established company in need of capital, Rustic Canyon Partners is committed to helping you achieve your financial goals.
100 Wilshire Blvd, Santa Monica, CA 90401, United States -
Arrowroot Capital
● OpenArrowroot Capital is a finance institution located at 4553 Glencoe Avenue in Marina del Rey, California, United States. Specializing in growth equity investments, Arrowroot Capital partners with B2B software companies to help them achieve their full potential. With a focus on long-term partnerships and strategic guidance, Arrowroot Capital is dedicated to fostering growth and success for their portfolio companies.
4553 Glencoe Ave #200, Marina Del Rey, CA 90292, United States -
TFA Capital Partners
● OpenTFA Capital Partners is a finance institution located at 201 Continental Boulevard, El Segundo, California, United States. Specializing in Capital Raising, Restructuring, Financial Advisory, Alternative Investment Analysis, and Diversification Strategy, TFA works with Tribes and commercial entities to provide creative solutions to their unique financial issues. With over 100 years of collective investment banking and finance experience, TFA has generated over $500 million in savings through interest rate and fee reductions. Since 2009, TFA has worked with over 40 tribes or tribal entities and is a partner or member of eight tribal organizations, including NIGA and NAFOA. Clients have praised TFA for their diligent support in obtaining project funding and refinancing loans, with one tribe expressing gratitude for their assistance in achieving improved covenant flexibility. Looking forward to working with TFA again for future financing needs, clients appreciate the institution's expertise and commitment to protecting their interests.
201 Continental Blvd #110, El Segundo, CA 90245, United States -
Core Venture Partners, LLC
● ClosedCore Venture Partners, LLC is a finance institution located at 5319 University Drive in Irvine, California, United States. As a trusted partner for businesses seeking capital investment and strategic financial solutions, Core Venture Partners, LLC specializes in providing funding and support to help companies grow and succeed. With a team of experienced professionals and a commitment to fostering innovation and entrepreneurship, Core Venture Partners, LLC is dedicated to helping businesses reach their full potential and achieve their financial goals.
5319 University Dr #357, Irvine, CA 92612, United States -
Luminant Capital
● ClosedLuminant Capital is a financial institution located at 3435 Camino del Rio South in San Diego, California, United States. Specializing in ATM services and finance, Luminant Capital provides a range of financial solutions to individuals and businesses alike. With a commitment to providing top-notch customer service and expertise in the financial industry, Luminant Capital is a trusted partner for all your financial needs.
3435 Camino del Rio S, San Diego, CA 92108, United States -
Capital Business & Tax Services
● ClosedCapital Business & Tax Services is a reputable accounting and finance institution located at 4780 Mission Boulevard in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to bookkeeping and financial consulting, we strive to help our clients achieve their financial goals. With a commitment to excellence and personalized service, Capital Business & Tax Services is your trusted partner for all your accounting and finance needs.
4780 Mission Blvd, San Diego, CA 92109, United States -
Capital Tax - Lynn Nguyen
● OpenCapital Tax - Lynn Nguyen is a reputable accounting and finance institution located at 6609 Mira Mesa Boulevard in San Diego, California. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Capital Tax - Lynn Nguyen is dedicated to helping you navigate the complex world of finance and taxes. Their commitment to excellence and personalized service makes them a trusted partner for all your financial needs.
6609 Mira Mesa Blvd Servery Cashiers, San Diego, CA 92121, United States -
True Partners Consulting- Los Angeles Tax Consulting
● OpenTrue Partners Consulting- Los Angeles Tax Consulting is a leading institution in accounting and finance, located at 15260 Ventura Boulevard in Los Angeles, California, United States. We offer a range of services to help secure your organization, including practical approaches to vulnerability management and compliance solutions for prevailing wage and apprenticeship requirements. Our team of experts specializes in small capital projects, U.S. labor trends, fair pay, equity, and transparency. We go beyond the obvious to provide innovative solutions for managing cybersecurity and data governance risks. Our focus is on moving your strategy forward with services such as IRA, ESG, and cybersecurity.
15260 Ventura Blvd #2250, Sherman Oaks, CA 91403, United States -
Monterey Capital Projects
● OpenWelcome to Monterey Capital Projects, your trusted partner in enhancing the infrastructure and community spaces of Monterey, California. Conveniently located at 353 Camino El Estero, our local government office is dedicated to planning, developing, and managing a wide range of public projects that aim to improve the quality of life for our residents and visitors. At Monterey Capital Projects, we are committed to transparency, sustainability, and excellence in every project we undertake. Our team of experienced professionals works diligently to ensure that each initiative aligns with the city's strategic goals and meets the needs of our vibrant community. From upgrading transportation networks to enhancing public facilities, we strive to create a safe, efficient, and aesthetically pleasing environment.
353 Camino El Estero, Monterey, California 93940, United States -
Oxnard Capital Engineering
● OpenWelcome to Oxnard Capital Engineering, your trusted partner in urban development and infrastructure planning in the heart of Oxnard, California. Located at 305 West 3rd Street, our office is dedicated to enhancing the quality of life for our community by overseeing critical engineering projects and ensuring sustainable growth within our city. As a local government office, we specialize in a wide range of services including civil engineering, transportation planning, environmental assessments, and public infrastructure management. Our team of experienced professionals is committed to delivering innovative solutions that meet the evolving needs of our residents and businesses. At Oxnard Capital Engineering, we prioritize transparency, efficiency, and community engagement in all our projects. We invite you to explore our services and join us in building a vibrant and resilient Oxnard. For more information or to schedule a consultation, please contact us or visit our office. Together, we can shape the future of our city.
305 West 3rd Street, Oxnard, California 93030, United States -
Landmark Capital Group
● OpenWelcome to Landmark Capital Group, your trusted partner in financial growth and success. Conveniently located at 6080 Center Drive in the vibrant city of Los Angeles, California, we specialize in providing comprehensive financial services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to offering personalized investment strategies, wealth management solutions, and financial planning advice to help you achieve your goals. At Landmark Capital Group, we are committed to building lasting relationships with our clients, ensuring transparency, integrity, and excellence in every aspect of our service. Discover the difference with Landmark Capital Group and let us guide you on your journey to financial prosperity. Visit our office today and let's start crafting your financial future together.
6080 Center Drive, Los Angeles, California 90045, United States -
Capital Postal & Mail Box Service
● ClosedWelcome to Capital Postal & Mail Box Service, your trusted partner for comprehensive postal solutions in Long Beach, California. Conveniently located at 6187 Atlantic Avenue, our business serves as a cornerstone for the community, offering a wide range of services designed to meet your postal, financial, and administrative needs. At Capital Postal & Mail Box Service, we pride ourselves on delivering exceptional customer service and reliability. Whether you need a secure mailbox rental, efficient mail forwarding, or expert packaging and shipping solutions, our dedicated team is here to assist you. Our facility also offers an array of financial services, ensuring that you have access to essential resources in one convenient location.
6187 Atlantic Avenue, Long Beach, California 90805, United States -
California Capital Insurance
● OpenWelcome to California Capital Insurance, your trusted insurance agency located in the heart of Novato, California. Situated at 7250 Redwood Boulevard, we are committed to serving the insurance needs of our community with integrity and professionalism. Our team of experienced agents is dedicated to providing personalized insurance solutions tailored to meet the unique needs of each client. At California Capital Insurance, we offer a comprehensive range of insurance products including auto, home, life, and business insurance. We understand that life is unpredictable, and our goal is to ensure that you and your assets are protected against any unforeseen events. Our knowledgeable agents work closely with you to assess your individual requirements and guide you in selecting the best coverage options available.
7250 Redwood Boulevard, Novato, California 94945, United States -
Dryden Capital, Inc.
● ClosedWelcome to Dryden Capital, Inc., your trusted partner in financial success. Located at 7200 Redwood Boulevard, Novato, California, we specialize in providing expert financial services tailored to meet the diverse needs of our clients. With a commitment to excellence and a keen understanding of the financial landscape, Dryden Capital, Inc. offers personalized investment strategies, wealth management, and financial planning solutions designed to help you achieve your financial goals. Our team of experienced professionals is dedicated to delivering insightful advice and innovative solutions, ensuring that your financial future is secure. Discover the difference with Dryden Capital, Inc. – where your financial prosperity is our priority. Contact us today to learn more about how we can assist you on your financial journey.
7200 Redwood Boulevard, Novato, California 94945, United States -
The Coulter Capital Group - Morgan Stanley
● OpenWelcome to The Coulter Capital Group at Morgan Stanley, your trusted partner in financial planning and wealth management. Conveniently located at 6004 La Madrona Drive, Santa Cruz, California, our team of experienced financial advisors is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At The Coulter Capital Group, we understand that every client’s financial journey is unique. Whether you are planning for retirement, investing for the future, or managing your estate, we offer a comprehensive range of services tailored to meet your specific needs. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and support.
6004 La Madrona Drive, Santa Cruz, California 95060, United States -
1st Capital Bank
● ClosedWelcome to 1st Capital Bank, your trusted partner in banking and finance, conveniently located at 3110 Mission Drive, Santa Cruz, California. At 1st Capital Bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Our team of experienced professionals is dedicated to delivering personalized solutions, whether you're looking to open a new account, secure a loan, or explore investment opportunities. With a focus on customer satisfaction, we strive to offer competitive rates, innovative banking products, and a seamless banking experience. Visit us today and discover why 1st Capital Bank is the preferred choice for individuals and businesses in Santa Cruz. Your financial success is our priority!
3110 Mission Drive, Santa Cruz, California 95065, United States
- Capital partners in Aliso Viejo
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