Navigating the world of investments requires access to firms that combine experience, innovative strategies, and a client-focused approach. San Francisco, known for its tech and finance blend, is home to several investment firms offering diverse services. Below are ten firms in the San Francisco area that individuals and institutions may consider exploring for their investment needs.
1. Profluent Capital
Profluent Group is a San Francisco-based investment management firm that emphasizes algorithmic trading and market making. Since 2013, the firm has utilized advanced AI and machine learning to craft adaptive, automated trading strategies. Their focus spans interest rate futures, equities, crypto derivatives, and more. Risk management is central to their model, ensuring diversification and liquidity through low-exposure trading.
Phone: 9492288222
Email: [email protected]
Address: 475 7th Ave, San Francisco, CA 94118
Website: www.profluentcapital.com
2. Council Financial & Insurance Services
Council Financial & Insurance Services has served the Greater Bay Area for over four decades. The firm provides holistic financial planning, including strategies tailored for real estate owners and business entities. Emphasizing long-term relationships, their services focus on education, risk management, and wealth transfer.
Phone: 9258767692
Email: [email protected]
Address: 425 Market St Ste 1600, San Francisco, CA 94105
Website: www.councilfinancial.com
3. FarmTogether
FarmTogether offers accredited investors access to U.S. farmland through a digital platform. Their model includes fractional ownership, direct farmland funds, and custom investment structures. Emphasizing sustainability, their data-driven process screens investment opportunities with environmental and financial diligence.
Phone: 9044045902
Email: [email protected]
Address: 995 Market St, San Francisco, CA 94103
Website: farmtogether.com
4. Pillar6 Advisors
Founded by Roman Polnar, Pillar6 Advisors offers personalized wealth and college financial planning. Their values-driven approach helps clients align financial goals with life goals, addressing long-term needs through thoughtful planning and insurance solutions.
Phone: 8777455276
Email: [email protected]
Address: 735 Montgomery St Ste 250, San Francisco, CA 94111
Website: www.pillar6.com
5. Fairview Capital Partners
Fairview Capital is a boutique wealth management firm managing over $1.6 billion. With a commitment to personalized planning and tax-efficient strategies, the firm serves high-net-worth clients and institutions. Their research-driven model supports long-term, transparent client relationships.
Phone: 8606748066
Email: [email protected]
Address: 152 2nd St, San Francisco, CA 94105
Website: www.fairviewcapital.com
6. 137 Ventures
137 Ventures offers structured liquidity solutions, including direct secondaries and primary financings, tailored for founders and early stakeholders in growth-stage tech companies. With a notable portfolio including SpaceX and Palantir, the firm supports companies positioned for long-term value creation.
Phone: 8557311337
Email: [email protected]
Address: 233 Post St, San Francisco, CA 94108
Website: 137ventures.com
7. SoFi
SoFi delivers a digital platform combining banking, investing, and lending services. Launched in 2011, SoFi supports individual investors with tools for managing student loans, refinancing, saving, and insurance—promoting accessible financial independence.
Phone: 8554567634
Email: [email protected]
Address: 234 1st St, San Francisco, CA 94105
Website: www.sofi.com
8. Westerly Capital Management LLC
Founded in 2006, Westerly Capital focuses on small- to mid-cap tech companies using a long/short strategy. Their investment approach targets inflection points in the market, leveraging disciplined research to generate potential alpha while managing risk.
Phone: 8449297096
Email: [email protected]
Address: 201 Mission St #580, San Francisco, CA 94105
Website: www.westerlycap.com
9. Calvera Partners LLC
Calvera Partners is a real estate investment firm specializing in multifamily assets. They focus on long-term value creation through renovation and strategic management in high-growth urban centers, providing consistent income and return potential to investors.
Phone: 8443227900
Email: [email protected]
Address: 2 Embarcadero Ctr f8, San Francisco, CA 94111
Website: www.calverapartners.com
10. Social Equity Group
For clients interested in aligning their investments with social values, the Social Equity Group offers strategies rooted in responsible investing. Since 1992, they’ve provided financial planning and portfolio management that integrates environmental and social considerations.
Phone: 8007439742
Email: [email protected]
Address: 663 19th Ave, San Francisco, CA 94121
Website: socialequity.com
Whether you’re seeking algorithmic trading capabilities, sustainable farmland exposure, or socially responsible portfolios, San Francisco offers diverse options worth considering. Each of these firms presents unique approaches tailored to a variety of financial goals and preferences.
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