Family Office · San Francisco, CA, United States
BakerAvenue Wealth Management is a privately held investment advisory firm founded in 2004 and headquartered in San Francisco, California. The company provides wealth management, investment advisory, and financial planning services to individuals, families, and institutions. BakerAvenue is known for its personalized approach to portfolio management and its focus on helping clients navigate significant life transitions. The firm has expanded its presence with additional offices in New York and Dallas and continues to serve a diverse client base with a commitment to fiduciary standards and customized financial solutions.
Business models
services
Customer segments
High-net-worth individuals, Families, Enterprise
Geography
US
We never publish partner emails directly. Score your deck to unlock contacts for the firms ranked as best-fit.
BakerAvenue Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks BakerAvenue Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
Family Office
1875 FINANCE (Luxembourg) SA
wealth management, asset management, multi-family office
Family Office
2PM Monaco
wealth management, asset management
Seed VC
3rd-eyes analytics AG
fintech, wealth management, wealthtech
Family Office
4Timing
wealth management, financial advisory, asset management
Family Office
Accuro Wealth Advisors
wealth management, private banking, investment management
Family Office
ACTE PATRIMOINE STEPHANE GAY
wealth management, financial advisory, real estate
Drop your pitch. VC Boom scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. BakerAvenue Wealth Management is one of them, and we'll tell you exactly where they sit in your top 100.