Company lists · Data refreshed October 2026

Top 15 Investment firms based in Palo Alto, United States

Name: Investment firms based in Palo Alto, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 31 companies tracked

RevenueBase identified 31 company matches for investment firms associated with Palo Alto, United States as of October 2026 and tracks 174 professional contacts across them, including 82 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Palo Alto has 31.

This list covers company matches for investment firms associated with Palo Alto, 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 October 1, 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 Oct 1, 2026 How this list was built

31Companies

174Contacts tracked

82Verified emails

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The 15 largest investment firms based in Palo Alto, United States

Ranked by team size

Top 15 of 31 company matches for investment firms based in Palo Alto, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Sand Hill Global Advisors	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match “Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Sylebra Capital	Exact match	Palo Alto, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “Sylebra is a global investment firm focused on small- and mid-cap technology, media and telecommunications companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Rebalance	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Blitzscaling Ventures	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Cognizant Wealth Advisors	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	13 contacts →
	Exact match “Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Pruven Capital	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Roberts Wealth Advisors	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Roberts Wealth Advisors integrates wealth and asset management for high net-worth individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Bridger Holdings	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “A privately held investment management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Investment ARK	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	RED Crane Wealth Management, LLC	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Red Crane Wealth Management was established with a vision of building enduring client partnerships and a drive to deliver exceptional service.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Maulick Capital LLC	Exact match	Palo Alto, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Investment management company” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Cornerstone Capital, INC	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Amitz Capital	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Our mission is to acquire great businesses in high growth industries from owners and entrepreneurs who are looking to pivot and want to leave their companies in good hands.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Novell Corporate Development	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Novell is an advisory business, providing Investment Banking Services including sell- and buyside support, outsources corporate development and strategy consulting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Hilbar Capital, LLC	Exact match	Palo Alto, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Hilbar Capital is an independent investment management company.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment 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 15 of 31 investment firms based in Palo Alto, United States

See the full list, filter by size, metro and specialty, and access 82 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

47.1%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Palo Alto, so it is reported there. Company counts and contact totals on this page are exact for Palo Alto, over 31 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 Palo Alto, United States whose business descriptions match “investment 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 82 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 October 1, 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.

Investment 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 “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 31 company matches for investment firms associated with Palo Alto, United States as of October 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?

Sand Hill Global Advisors 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 investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Palo Alto has 31.

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 82 professional contacts with verified work emails tracked across these 31 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 October 1, 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.