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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
ABUNDA FINANCIAL, LLCabundafinancial.com |
Abunda Financial, LLC is a fee-only, independent Registered Investment Advisor (RIA) based in Sausalito, California, serving clien | Sausalito, California | 1-10 | — |
Wcapgroupwcapgroup.com DFSRSI |
W Capital Partners is a New York-based private equity firm founded in 2001 that provides shareholder liquidity to private equity a | New York, New York | 11-50 | — |
Fisher Investmentsfisherinvestments.com SG  ES JV |
Fisher Investments is an independent, fee-only investment adviser founded in 1979 by Ken Fisher, operating three principal busines | Plano, Texas | 5000+ | — |
Creative Planningcreativeplanning.com DV  AT NC |
Creative Planning is an independent wealth advisory firm managing and advising on $710 billion in combined assets across clients i | Overland Park, Kansas | 1001-5000 | — |
Facetfacet.com MV  WH SJ |
Facet is a flat-fee, SEC-registered financial advisory firm that pairs members with CFP® professionals to create personalized fina | West Palm Beach, Florida | 201-1000 | — |
Wealthfrontwealthfront.com IK  KP AC |
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeri | Palo Alto, California | 201-1000 | — |
Bettermentbetterment.com  MMTH JD |
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools, | New York, New York | 201-1000 | — |
Personal Capitalpersonalcapital.com  FFSAIC |
Personal Capital (Empower) is a personal finance and wealth management platform that gives individuals a free dashboard to view al | Redwood City, California | 1001-5000 | — |
Mariner Wealth Advisorsmarinerwealthadvisors.com  TS SP LV |
Mariner Wealth Advisors is a registered investment adviser firm founded in 2006 that provides wealth management services to indivi | Overland Park, Kansas | 1001-5000 | — |
Ciovaccocapitalciovaccocapital.com |
Ciovacco Capital Management, LLC is a boutique money management firm based in Atlanta, Georgia that manages money for clients nati | Atlanta, Georgia | 1-10 | — |
Northstarfinancialnorthstarfinancial.com  CS SV CB |
North Star Resource Group is a Minneapolis-based financial services firm that connects clients with financial professionals across | Minneapolis, Minnesota | 201-1000 | — |
Sequoia Financial Groupsequoia-financial.com |
Sequoia Financial Group is a multi-location financial advisory firm offering personalized financial planning and wealth management | Akron, Ohio | 201-1000 | — |
Pathstonepathstone.com  JC EF SL |
Pathstone is an investment and wealth advisory firm serving ultra-high-net-worth individuals and families, family offices, and ins | Englewood, New Jersey | 201-1000 | — |
Monetamoneta.com |
Moneta is a technology company operating from Dubai Media City (Technology FZ-LLC, Trade License No: 100501) with a 'coming soon' | Stillwater, Oklahoma | 1-10 | — |
Buckingham Strategic Wealthbuckinghamstrategicwealth.com |
Buckingham Strategic Wealth is a Registered Investment Advisor delivering evidence-based wealth management to individuals, busines | Clayton, Missouri | 51-200 | — |
Perigon Wealth Managementperigonwealth.com |
Perigon Wealth Management is an independent Registered Investment Advisor firm that manages client assets and provides financial p | San Francisco, California | 51-200 | — |
Vanguardvanguard.com |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Clearbitclearbit.com |
Clearbit is a B2B data provider that enriches leads, contacts, and accounts by gathering public data from the web, proprietary dat | San Francisco, California | 11-50 | — |
ZoomInfozoominfo.com |
ZoomInfo (NASDAQ: GTM) is a go-to-market platform that helps businesses find, acquire, and grow their customers through accurate, | Vancouver, Washington | 1001-5000 | — |
Fidelityfidelity.com |
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SoFisofi.com |
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial p | San Francisco, California | 5000+ | — |
Charlesworth Presscharlesworth.com |
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14 | Wakefield, West Yorkshire | 201-1000 | — |
Edward Jonesedwardjones.com |
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clie | St. Louis, Missouri | 5000+ | — |
Leadfeederleadfeeder.com |
Leadfeeder (formerly Dealfront) is a B2B lead generation platform that connects website visitors to company and contact data, help | — | — | — |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
Datanyzedatanyze.com |
Datanyze is a B2B prospecting tool that supplies actionable contact information — email addresses, direct dial, and mobile numbers | Durham, North Carolina | 1-10 | — |
InsideViewinsideview.com |
InsideView is a B2B go-to-market intelligence platform that helps business leaders make faster go-to-market decisions by identifyi | San Francisco, California | 51-200 | — |
Ameriprise Financialameriprise.com |
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional | Minneapolis, Minnesota | 5000+ | — |
DiscoverOrgdiscoverorg.com |
DiscoverOrg is a B2B intelligence platform that provides company and contact data plus buying signals to help sales, marketing, an | Vancouver, Washington | 51-200 | — |
Mintmint.com |
Mint.com is a personal finance app that tracks bills, bank accounts, and credit cards in one place, sends due-date reminders, and | Mt. View, California | 1-10 | — |
| Run live for more | ||||
Abunda Financial, LLC is a fee-only, independent Registered Investment Advisor (RIA) based in Sausalito, California, serving clients throughout California since 2002. The firm offers portfolio management, financial advisory, and tax analysis and counsel through a tailored, holistic approach.
Companies like ABUNDA FINANCIAL, LLC include Wcapgroup, Fisher Investments, Creative Planning, Facet, Wealthfront. See the full list of 24 competitors and alternatives above.
ABUNDA FINANCIAL, LLC has approximately 1-10 employees and is in the Financial Services industry.
ABUNDA FINANCIAL, LLC is headquartered in Sausalito, California.
ABUNDA FINANCIAL, LLC operates in the Financial Services industry.
Key decision-makers and buying contacts at ABUNDA FINANCIAL, LLC are listed above, including leaders across executive, finance, sales and operations.