Leap Partners I GP

Regis Management Company is a reputable financial planning firm located in Palo Alto, CA. With a focus on personalized financial strategies, they offer expert advice on investments, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through tailored solutions and comprehensive support. Generated from this place's information

Rebalance, headquartered in Palo Alto, California, serves the Silicon Valley community by offering expert retirement investing advice and services. The firm is actively involved in local initiatives, including educational events for the Redwood City Chamber of Commerce and partnerships with community organizations. Led by Managing Director Mitch Tuchman, Rebalance emphasizes a commitment to low fees, global diversification, and tailored retirement solutions. With a focus on giving back, Tuchman supports various local non-profits and engages in discussions on economic topics at prominent forums such as the Economic Club of San Francisco. Generated from the website

Plus Capital Global, founded in 2002 and based in Palo Alto, CA, is a prominent player in wealth management and fintech, serving a diverse clientele that includes large corporations, provident funds, mid-sized companies, and family trusts. With a strong foundation built on a deep understanding of client needs and goals, the firm is committed to innovation and the exploration of emerging global themes, fostering a dynamic ecosystem for entrepreneurs and businesses alike. The leadership of Plus Capital Global is exemplified by its founder, Pranav Kumar, who brings a wealth of experience and ethical standards to the firm. With a decade-long presence in India and plans for expansion into other Asian and European markets, Plus Capital Global is well-equipped to deliver comprehensive strategies, consulting, business incubation, and investment management solutions tailored to the evolving financial landscape. Generated from the website