Company lists · Data refreshed September 2026

Top 13 Investment firms based in Palo Alto, United States

RevenueBase identified 34 investment firms headquartered in Palo Alto, United States as of September 2026 and tracks 221 professional contacts across them, including 99 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Palo Alto, 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
34Companies
221Contacts tracked
99Verified emails
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The 13 largest investment firms based in Palo Alto, United States

Ranked by team size
Top 13 of 34 investment firms based in Palo Alto, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Palo Alto, CA, United StatesHQ checked Sep 4, 202611-5032

“Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations.”

Source: company website · checked Sep 4, 2026
2
RebalanceStrong evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 202611-5020

“OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.”

Source: company website · checked Sep 4, 2026
3
Blitzscaling VenturesIndirect evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 20261-1014

“Blitzscaling Ventures invests alongside the world's top VCs to help rapidly-scaling companies in winner-take-most markets become global leaders by providing in-depth scaling…”

Source: company website · checked Sep 4, 2026
4
Cognizant Wealth AdvisorsIndirect evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 20261-1013

“Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind.”

Source: company website · checked Sep 4, 2026
5
Pruven CapitalIndirect evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 202611-509

“Pruven Capital is an independent venture and growth investing firm set up in partnership with 10 of the leading incumbents in the Insurance and Asset Management spaces, including…”

Source: company website · checked Sep 4, 2026
6
Roberts Wealth AdvisorsIndirect evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 20261-107

“Roberts Wealth Advisors integrates wealth and asset management for high net-worth individuals and families.”

Source: company website · checked Sep 4, 2026
7
Bridger HoldingsStrong evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 202611-506

“A privately held investment management firm.”

Source: company website · checked Sep 4, 2026
8
Investment ARKStrong evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 202611-505

Investment Ark is an award-winning fractional CFO, fundraising, and investment analysis firm led by Stanford and ex-Big 4 professionals, delivering institutional-grade expertise…”

Source: company website · checked Sep 4, 2026
9Palo Alto, CA, United StatesHQ checked Sep 4, 20261-103

“Red Crane Wealth Management was established with a vision of building enduring client partnerships and a drive to deliver exceptional service.”

Source: company website · checked Sep 4, 2026
10
Cornerstone Capital, INCStrong evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 20261-103

“Cornerstone Capital was founded in 1978 to fill the need for a client-focused, professional investment management firm where individual clients were not lost in the shuffle.”

Source: company website · checked Sep 4, 2026
11
Maulick Capital LLCStrong evidence
Palo Alto, United StatesHQ checked Sep 4, 20261-103

Investment management company”

Source: company website · checked Sep 4, 2026
12Palo Alto, CA, United StatesHQ checked Sep 4, 20261-103

“Novell is an advisory business, providing Investment Banking Services including sell- and buyside support, outsources corporate development and strategy consulting.”

Source: company website · checked Sep 4, 2026
13
Hilbar Capital, LLCStrong evidence
Palo Alto, CA, United StatesHQ checked Sep 4, 20261-101

“Hilbar Capital is an independent investment management company.”

Source: company website · checked Sep 4, 2026

Showing 13 of 34 investment firms based in Palo Alto, United States

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Investment firms based in Palo Alto, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
22
11-50
11
51-200
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Palo Alto, over 34 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Palo Alto, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Palo Alto 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 an evidence 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, 99 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Palo Alto, United States?

RevenueBase identified 34 investment firms headquartered in Palo Alto, 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?

Sand Hill Global Advisors, headquartered in Palo Alto, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 99 verified decision-maker contacts tracked across these 34 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 4, 2026.

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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.