BakerAvenue
Curated by SignalFinancial planning platform offering tailored wealth management and investment services.
Overview
BakerAvenue is a financial planning firm that offers a range of services including wealth management, investment services, tax planning, and estate planning. The company primarily targets high-net-worth individuals, families, trusts, foundations, and endowments. BakerAvenue employs a team of professionals to provide personalized advice on investment strategies and financial planning. The platform allows users to consolidate financial data and develop customized financial plans, addressing the complexities associated with personal finance. The firm emphasizes sustainability and long-term value creation, aiming to assist clients during life transitions while focusing on portfolio performance and alignment with client values.
Key facts
- Founded
- 2004
- Headquarters
- San Francisco, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 8 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
