Family Office · Pasadena, CA, United States
Derive Wealth is an independent financial advisory firm founded in 2016 and headquartered in Pasadena, California. The company specializes in flat fee financial planning, wealth management, and investment advisory services for individuals, families, and small business owners. Derive Wealth offers personalized financial plans and portfolio management, serving clients both locally and virtually across the United States.
Customer segments
Individuals, Families, Small Business Owners
Geography
US
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Derive Wealth 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 Derive Wealth alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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