Everest Private Wealth

Empowering your Financial Future

Financial planner in Cupertino, CA (show on map)

Everest Private Wealth is an SEC-registered financial advisory firm based in Silicon Valley, serving affluent families across the US with comprehensive wealth management services.

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About

Everest Private Wealth traces its roots back to the aftermath of the dot-com collapse in the early 2000s. Founded in 2007 by two engineers, Ranga Srinivasan and Ramprasad Satagopan, who were dissatisfied with the financial services available, they aimed for something better.

Recognizing the need for transparent, effective wealth management, the duo set out to create a firm grounded in fiduciary principles. Today, Everest proudly serves over 90 households across the country, managing assets totaling more than $410 Million. The firm specializes in providing tailored financial services for affluent families with investable assets exceeding $2 Million, as well as ultra-wealthy families with wealth higher than $25 Million. Their mission is to grow household wealth using a systematic investment process with uncompromising integrity.

SEC registered financial advisory firm

Fiduciary model prioritizing clients' interests

Founded in 2007 by two engineers

$410M+ assets under management

90+ households served across the country

Proprietary software platform for household asset analysis

Proprietary Five Dimensions of Tax Savings Model

Investment consultant Larry Swedroe (author of 18 books)

Strategic advisor with CFA, CAIA, and Harvard MBA

Services

Balance Sheet Advice

Review your entire balance sheet and receive personalized recommendations on structuring investments, identifying inefficiencies, tax implications, and opportunities for growth.

Balance sheet review Investment structuring Tax efficiency analysis Growth opportunity identification

Partnership Approach

Partnered with select trustworthy firms for insurance, estate planning, and taxation services.

Insurance services Estate planning Taxation guidance

Wealth Accumulation

Help families compound their entire balance sheet in a systematic way.

Systematic compounding Goal-based portfolio construction Long-term wealth building

Private Real Estate Investments

Access to commercial real estate opportunities that offer income generation possibilities, often treated as return of capital and shielded from ordinary income taxes.

Commercial real estate Income generation Tax-advantaged distributions

Private Credit Investments

Investment opportunities in private credit funds providing higher yields than public bonds, with reduced mark-to-market volatility.

Higher yields Senior secured loans Reduced volatility

Private Equity and Venture Capital

Equity investment opportunities in private companies, including venture capital-funded companies, offering higher return potential with appropriate risk.

Equity investments Venture capital access Higher return potential

Credentials & Certifications

SEC Registered Investment Advisor

Since 2021

Frequently Asked Questions

What services does Everest Private Wealth offer? +

Everest offers comprehensive wealth management services including balance sheet advice, partnership services for insurance and estate planning, wealth accumulation strategies, private investments (real estate, credit, equity/venture capital), and advanced tax strategies using their proprietary Five Dimensions of Tax Savings Model.

What is Everest's approach to financial advisory? +

Everest employs a fiduciary wealth management model, prioritizing clients' interests above all else. They operate as fiduciaries with compensation directly from clients, ensuring unbiased advice without commissions or kickbacks from third parties.

What type of clients does Everest serve? +

Everest specializes in serving affluent families with investable assets exceeding $2 Million, as well as ultra-wealthy families with wealth higher than $25 Million who have needs beyond standard affluent services, particularly in legacy wealth transfer and charitable giving.

How much assets under management does Everest Private Wealth manage? +

Everest manages more than $410 Million in assets across more than 90 households across the country.

When was Everest Private Wealth founded? +

Everest was founded in 2007 by two engineers, Ranga Srinivasan and Ramprasad Satagopan, after the dot-com collapse in the early 2000s.

Where is Everest Private Wealth located? +

Everest is based in Silicon Valley at 10080 N. Wolfe Rd., Suite SW2-200, Cupertino, CA 95014, and serves clients across the United States.

What is the Five Dimensions of Tax Savings Model? +

The Five Dimensions of Tax Savings Model is Everest's proprietary approach that includes tax deferral (controlling timing of taxable income), tax-free earnings and growth (vehicles for tax-free accumulation), tax mitigation (maximizing deductions and tax-loss harvesting), tax credits (utilizing tools like Qualified Opportunity Zones and philanthropic investments), and estate tax mitigation (moving money into irrevocable life insurance trusts and other vehicles).

Does Everest offer services for ultra-wealthy families? +

Yes, Everest offers specialized services for families with wealth higher than $25 Million, including balance sheet augmentation with access to specialized Real Estate, Credit or Private Equity investments, generational wealth transfer advice with advanced estate planning techniques, and philanthropic advisory for tax-advantaged charitable giving.