Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in San Francisco, United States

Name: Endowment management consulting firms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 51 companies tracked

RevenueBase identified 51 endowment management consulting firms headquartered in San Francisco, United States as of September 2026 and tracks 817 professional contacts across them, including 535 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); San Francisco has 51.

This list covers endowment management consulting firms headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

51Companies

817Contacts tracked

535Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest endowment management consulting firms based in San Francisco, United States

Ranked by team size

Top 25 of 51 endowment management consulting firms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Callan	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	201 contacts →
	Partial evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 28, 2026
2	Parallel Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Partial evidence “Parallel Advisors is a registered, independent wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
3	Myvest	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	121 contacts →
	Partial evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 28, 2026
4	Infinite Equity	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	70 contacts →
	Indirect evidence “Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Source: RevenueBase Database · checked Sep 28, 2026
5	Bakeravenue Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	51 contacts →
	Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 28, 2026
6	Baer Investment Advisory LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	23 contacts →
	Indirect evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 28, 2026
7	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Source: RevenueBase Database · checked Sep 28, 2026
8	Leading Edge Investment Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Source: RevenueBase Database · checked Sep 28, 2026
9	Bivium Capital Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Source: RevenueBase Database · checked Sep 28, 2026
10	Point Olema Capital Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Point Olema Capital Partners is a private investments office that builds customized endowment-style portfolios for prominent individuals and families looking to sustain…” Source: RevenueBase Database · checked Sep 28, 2026
11	Intellectus Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Your business fuels your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
12	Montcalm	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Source: RevenueBase Database · checked Sep 28, 2026
13	Skba Capital Management, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private…” Source: RevenueBase Database · checked Sep 28, 2026
14	Lavelle Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
15	RHS Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Source: RevenueBase Database · checked Sep 28, 2026
16	Jackson Square Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Jackson Square Capital helps ordinary people manage extraordinary wealth.” Source: RevenueBase Database · checked Sep 28, 2026
17	Fire Capital Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Source: RevenueBase Database · checked Sep 28, 2026
18	January Capital Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell.” Source: RevenueBase Database · checked Sep 28, 2026
19	Ensemble Capital Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets.” Source: RevenueBase Database · checked Sep 28, 2026
20	Denning & Company	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Based in San Francisco and founded in 2001, Denning & Company is a leading boutique private equity advisory firm which provides consulting and fund raising services to both…” Source: RevenueBase Database · checked Sep 28, 2026
21	Clearpath Capital Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in…” Source: RevenueBase Database · checked Sep 28, 2026
22	Moirai Wealth Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families.” Source: RevenueBase Database · checked Sep 28, 2026
23	Equistone Partners	Strong evidence	San Francisco, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Source: RevenueBase Database · checked Sep 28, 2026
24	Aureus Advantage	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to Aureus Advantage, where we blend innovation with strategic insight to drive excellence in wealth.” Source: RevenueBase Database · checked Sep 28, 2026
25	Regroup, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: endowment management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 51 endowment management consulting firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 535 reachable decision-makers.

Free signup · no credit card

View the full list →

Endowment management consulting firms based in San Francisco, United States at a glance

As of Sep 28, 2026

65.5%Verified-email coverage

16.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 51 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among endowment management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Francisco, United States whose own description of what they do matches “endowment management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names endowment management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among endowment management consulting firms, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 535 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Endowment management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names endowment management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many endowment management consulting firms are there based in San Francisco, United States?

RevenueBase identified 51 endowment management consulting firms headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Callan, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68). San Francisco has 51.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 535 verified decision-maker contacts tracked across these 51 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 51 endowment management consulting firms based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Endowment management consulting firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.