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Think Different Financial Planning

Equity Recipients
Home Buying
Investment Planning & Management
Ultra High Net-worth
Wealth Management
Think Different Financial Planning was founded to help people in tech take control of their finances. Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying. We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals. Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.
Financial Advisor / Planner

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

GC Wealth | General Catalyst

Estate Planning
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Wealth Management
We are an independent full-service wealth management firm built to serve entrepreneurs, investors and innovators.
Wealth Manager
Financial Advisor / Planner

Morling Financial Advisors

Equity Recipients
Portfolio Management
Retirement Planning
Tax Planning
Ultra High Net-worth
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
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

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