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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

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

Brighton Jones

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Wealth Management
Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments. Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.
Wealth Manager

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