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 company matches for endowment management consulting firms associated with 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 (228 companies); San Francisco has 51.

This list covers company matches for endowment management consulting firms associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

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 company matches for endowment management consulting firms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Callan	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	201 contacts →
	Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	129 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Myvest	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	121 contacts →
	Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Infinite Equity	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	70 contacts →
	Exact match “Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Bakeravenue Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	51 contacts →
	Exact match “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	23 contacts →
	Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Leading Edge Investment Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Bivium Capital Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Point Olema Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Point Olema Capital Partners is a private investments office that builds customized endowment-style portfolios for prominent individuals and families looking to sustain…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Intellectus Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Your business fuels your wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Skba Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Lavelle Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	RHS Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Jackson Square Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Jackson Square Capital helps ordinary people manage extraordinary wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Fire Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	January Capital Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Ensemble Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Denning & Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Clearpath Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Moirai Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Equistone Partners	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Aureus Advantage	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Welcome to Aureus Advantage, where we blend innovation with strategic insight to drive excellence in wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Regroup, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “endowment management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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 access 535 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Francisco, United States whose business descriptions match “endowment management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 535 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Endowment management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “endowment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 51 company matches for endowment management consulting firms associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Callan tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 228 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 535 professional contacts with verified work emails tracked across these 51 companies; direct dials are available where recorded.

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 SmartSearch, 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.