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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

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

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

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

Owl & Ore Wealth Planning

College Planning
Equity Recipients
Family Financial Planning
Retirement Planning
Wealth Management
Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
Financial Advisor / Planner