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Quanta

Accounting/Bookkeeping
Corporate Tax Return
Quanta is a full-service accounting platform built for growing software companies. We handle everything from month-end close to tax filing and cash flow management — no bookkeeper or external firm required. More than just software, we’re a hands-on partner as your company scales.
Accounting Firm

Flames Financial Planning

Investment Planning & Management
Tax Planning
Retirement Planning
Family Financial Planning
Trusts
Flames Financial Planning is a flat-fee, fee-only fiduciary firm built for people who want clarity, not complexity. We specialize in retirees with $1–5M and young high earners earning $300k+ who want their entire financial life working in sync. Investment management, financial planning, tax filing,
Financial Advisor / Planner

Accountalent

Cash Flow/Budgeting
Controllership
Corporate Tax Return
Fractional CFO
Tax Planning
Accountalent is the Go-To tax and accounting solution for 5,000+ Startups. As trusted tax and accounting experts focusing solely on startups, we are here to make your finances easy to understand. Our focus is on income tax compliance, R&D Credits, and bookkeeping and we scale with our clients from Seed to C.
Accounting Firm

EquityFTW

Advice-Only
Estate Planning
Equity Recipients
Ultra High Net-worth
FIRE
We are a Fee-Only and an Advice-Only firm. Meaning we don’t earn commissions, and we don’t require management of your investments. We're based in Silicon Valley but serve people in tech everywhere.
Financial Advisor / Planner

Farther Finance

Equity Recipients
Investment Planning & Management
Wealth Management
Ultra High Net-worth
Holistic Financial Planning
At Farther, we empower individuals, families, and business owners to reach their financial goals with modern, personalized wealth management. Our experienced advisors blend advanced technology with expert guidance to offer comprehensive planning and investment solutions tailored to you.
Financial Advisor / Planner
Wealth Manager

30/40 Wealth Partners

Equity Recipients
Investment Planning & Management
Tax Planning
Ultra High Net-worth
Wealth Management
30/40 Wealth helps tech professionals with $1M to $15M+ in equity compensation turn their stock options, RSUs, and company stock into lasting wealth — without overpaying on taxes or making costly mistakes.
Financial Advisor / Planner