Top Investment Firms in San Jose
157 Companies
List of the Top San Jose Investment Management Firms
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UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1976, Valbridge Property Advisors: Northern California is a small Commercial Financing and Funding & Investment company. Their team provides Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
50% Funding & Investment50% Commercial FinancingSnapFi is a Commercial Financing and Funding & Investment company located in San Jose, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Gatos, CA
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50% Funding & Investment50% Commercial FinancingHeadquartered in Los Gatos, California, Rutherford Investments is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
50% Funding & Investment50% Commercial FinancingRoessler Associates is a Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment, and the company is in San Jose, California.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingLevin Johnston, a Commercial Financing and Funding & Investment company, is located in Palo Alto, California. Launched in 2017, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
100% Funding & InvestmentFunding & Investment company Grassi Investment Management, LLC is located in Santa Clara, California. They offer Funding & Investment and were founded in 1984.
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UndisclosedUndisclosed250 - 999Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingTA Associates is a Commercial Financing and Funding & Investment company located in Boston, Massachusetts and Menlo Park, California. They focus on Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)Menlo Park, CA
64 Willow Place Suite 100
Menlo Park, CA 9402531 - 40
+1.650.473.2200
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UndisclosedUndisclosed10 - 49Capitola, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Altoma Real Estate Advisors, Inc. Is headquartered in Capitola, California. They specialize in Commercial Financing and Funding & Investment.
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$250,000+$300+ / hr10 - 49Menlo Park, CA
Services provided
25% Funding & Investment25% Business Consulting25% Digital Strategy +1 service25% Marketing StrategyRed Iron Group is a Marketing Strategy company. The team provides Marketing Strategy and Digital Strategy, and the firm is located in Menlo Park, California.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingFoundation Capital/Warren Weiss is a Palo Alto, California-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingAtlantic Bridge is a Commercial Financing and Funding & Investment company. The Dublin, Ireland-based agency specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)Palo Alto, CA
425 Tasso Street
Palo Alto, CA 9430110 - 15
+1.650.781.7543
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UndisclosedUndisclosed50 - 249Pleasanton, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Pleasanton, California, Excel Realty and Mortgage is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Mateo, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1997, Paine Schwartz Partners is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)San Mateo, CA
One Franklin Parkway Building 910, Suite 120
San Mateo, CA 9440316 - 20
650-393-7100
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
50% Funding & Investment50% Commercial FinancingArchers Capital is a Commercial Financing and Funding & Investment company. They are based in San Jose, California, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1984, Advent International is a large Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Palo Alto, CA
428 University Avenue
Palo Alto, CA 943016 - 9
+1 650 683 7800
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UndisclosedUndisclosed50 - 249San Mateo, CA
Services provided
50% Funding & Investment50% Commercial FinancingPeakSpan Capital is a midsize Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment and were founded in 2015.
Read moreSee All Locations (2)San Mateo, CA
101 S. Ellsworth Avenue, Suite 110
San Mateo, CA 9440121 - 30
650.337.6000
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Oak Hill Capital was established in 1986. The agency specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)Menlo Park, CA
3000 Sand Hill Road Bldg 2, Suite 160
Menlo Park, CA 940256 - 9
650-234-0500
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingAirbus Ventures is a Commercial Financing and Funding & Investment company established in 2016. The firm focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company ACE Capital Group, is located in San Mateo, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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100% Funding & InvestmentLateral Investment Management is a San Mateo, California-based Funding & Investment company. Launched in 2014, the team offers Funding & Investment.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
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25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAltamont Capital Partners is a Financial Advising & Planning company. They were launched in 2010, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsBend Law Group is a legal firm specializing in company formation and intellectual property services for startups. The reviews highlight a 100% satisfaction rate with their expertise in guiding company structure and documentation, though initial communication delays were noted. They are praised for their strategic foresight and flexible billing methods, although improved notification of staffing changes is advised.
Industry Experience
Bend Law Group has demonstrated expertise in various industries, notably in online cremation services. Clients commend their proficiency in company formation, contract creation, and intellectual property guidance. Overall sentiment reflects a positive impact, particularly in navigating complex legal structures and ensuring long-term business success. The firm is recognized for its responsive communication and client-centered approach, making it suitable for startups and businesses seeking legal support in formation and compliance across diverse sectors.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally view Bend Law Group as providing good value for money, particularly appreciating their flexible pricing structure of hourly rates and project quotes, which avoids the need for large retainers. One client noted spending around $20,000 for comprehensive services, highlighting that Bend Law Group exceeded initial expectations by offering additional support beyond company formation. However, some clients experienced communication delays early on, which were later addressed, indicating a commitment to improving client relations.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Local clients in Albany commend Bend Law Group for guiding startups through entity selection, registration, and legal documentation. They appreciate their strategic advice, transparent billing, and commitment to understanding clients' future needs, despite initial communication delays. The firm is seen as a reliable legal partner for growing businesses.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSTG – Symphony Technology Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing and is in Menlo Park, California.
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingPeakview Capital LLC, a Commercial Financing and Funding & Investment company, is located in Menlo Park, California. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Burlingame, CA
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50% Funding & Investment50% Commercial FinancingEstablished in 1971, Barry Slatt Mortgage is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Redwood City, CA
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50% Funding & Investment50% Commercial FinancingPrivate Lender Link is a Commercial Financing and Funding & Investment company. They are based in Redwood City, California, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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40% Funding & Investment60% Commercial Brokerage ServicesCommercial Brokerage Services company Munshi biz specializes in Commercial Brokerage Services and Funding & Investment. They are headquartered in San Ramon, California.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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45% Funding & Investment40% Immigration Law15% Financial Advising & PlanningEB-5 Choice is a Funding & Investment company. The San Francisco, California-based agency was launched in 2023. Their team focuses on Funding & Investment and Immigration Law.
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UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
10% Funding & Investment30% Business Valuation Services20% Commercial Financing +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningTowne Advisory Services is a small Business Valuation Services company. They specialize in Business Valuation Services and Finance & Accounting Outsourcing (FAO) and were established in 2013.
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UndisclosedUndisclosed2 - 9Livermore, CA
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50% Funding & Investment50% Commercial FinancingKevin Collins, a small Commercial Financing and Funding & Investment company, is in Livermore, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Invictus Growth Partners offers Commercial Financing and Funding & Investment. They were established in 2019.
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UndisclosedUndisclosed50 - 249Foster City, CA
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25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2006, Bertram Capital is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Oakland, CA
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50% Funding & Investment50% Commercial FinancingHarvest Properties, Inc. Is a Commercial Financing and Funding & Investment company. The agency is located in Oakland, California. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
20% Funding & Investment80% Business Valuation ServicesExit Strategies Group, Inc. Is a Petaluma, California-based Business Valuation Services company. They offer Business Valuation Services and Funding & Investment and were founded in 2002.
Read moreSee All Locations (3)San Jose, CA
2570 N. First Street, 2nd Floor
San Jose, CA 951311
+1.408.708.0811
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company North American Title was established in 1953. The midsize team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingSpectrum Equity is a Commercial Financing and Funding & Investment company established in 1994. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingHeadquartered in San Francisco, California, Turn/River Capital is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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50% Funding & Investment50% Commercial FinancingLocated in San Ramon, California, Latterell Venture Partners is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingVeritas Investments is a midsize Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment and were launched in 2007.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingStockbridge Capital Partners is a Commercial Financing and Funding & Investment company. Established in 2003, the agency focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingFounded in 2003, Mainsail Partners is a midsize Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingMidsize Commercial Financing and Funding & Investment company Prime Finance, is based in San Francisco, California. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingEstablished in 1997, Capital Pacific is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingKKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (3)San Francisco, CA
555 California Street 50th Floor
San Francisco, CA 94104151 - 200
(415) 315-3620
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingGryphon Investors is a Commercial Financing and Funding & Investment company. Launched in 1995, their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingGuarantee Mortgage is a Commercial Financing and Funding & Investment company located in San Francisco, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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50% Funding & Investment50% Commercial FinancingHellman & Friedman, a Commercial Financing and Funding & Investment company, was founded in 1984. The midsize team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
50% Funding & Investment50% Commercial FinancingSummit Financial Advisors is a small San Mateo, California-based Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Menlo Park, CA
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50% Funding & Investment50% Commercial FinancingIVP is a Menlo Park, California-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
50% Funding & Investment50% Commercial FinancingNearon Enterprises is a Commercial Financing and Funding & Investment company. They were launched in 1945, and their services include Commercial Financing and Funding & Investment.
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List of the Top San Jose Investment Management Firms
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UndisclosedUndisclosed10 - 49San Jose, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49San Jose, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed10 - 49Los Gatos, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9San Jose, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed2 - 9Palo Alto, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed2 - 9Santa Clara, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed250 - 999Menlo Park, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed10 - 49Capitola, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+$300+ / hr10 - 49Menlo Park, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Pleasanton, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249San Mateo, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed2 - 9San Jose, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed1,000 - 9,999Palo Alto, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
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