Citrine Capital

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

535 Mission St Fl 14, San Francisco, Cal...

Phone Number

(415) 494-8262

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Citrine Capital

Citrine Capital is a fee-only, San Francisco-based financial planning and wealth management firm committed to helping tech professionals and business leaders thrive. Our comprehensive approach to financial planning is designed to free up our clients' time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth.Explore more
Citrine Capital's Social MediaPopular SearchesCitrine CapitalCitrineCapitalCitrine Capital LLCCitrineCitrine Capital SanSIC Code 62,628NAICS Code 52,523Show more

Citrine Capital Org Chart

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TB
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Director, Tax

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JK
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Certified Financial Planner & Co-Founder

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NL
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Lead Wealth Advisor

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KP
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Wealth Advisor

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RR
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Paraplanner

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Associate Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Citrine Capital

<$5M
1-10
Private
-
2014
TB
Todd BartmanDirector, Tax
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1986
JW
Joseph WattersIndependent Insurance Agent
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
2004
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Citrine Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Citrine Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Citrine Capital.

Citrine Capital Tech Stack

A closer look at the technologies used by Citrine Capital

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Frequently Asked Questions Regarding Citrine Capital

What is Citrine Capital's official website?
Citrine Capital's official website is www.citrinecapitaladvisors.com
What is Citrine Capital's Revenue?
Citrine Capital's revenue is <$5 Million
What is Citrine Capital's SIC code?
Citrine Capital's SIC: 62,628
What is Citrine Capital's NAICS code?
Citrine Capital's NAICS: 52,523
How many employees does Citrine Capital have?
Citrine Capital has 1-10 employees
What industry does Citrine Capital belong to?
Citrine Capital is in the industry of: Finance, Securities Trading
What is Citrine Capital competition?
Citrine Capital top competitors include: Focus Financial Network, MoonDance Investment Advisors, LLC, Watters Financial Services, The Normann Financial Group
What technology does Citrine Capital use?
Some of the popular technologies that Citrine Capital uses are: Squarespace Online Stores, Enom DNS Hosting, Adobe Typekit, Microsoft 365
How do I contact Citrine Capital?
Citrine Capital contact info: Phone number: (415) 494-8262 Website: www.citrinecapitaladvisors.com
What does Citrine Capital do?

Citrine Capital is a fee-only, San Francisco-based financial planning and wealth management firm committed to helping tech professionals and business leaders thrive. Our comprehensive approach to financial planning is designed to free up our clients' time and provide peace of mind by helping them make prudent financial decisions for themselves and... those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth.Read More

What are Citrine Capital social media links?
Citrine Capital Linkedin page Citrine Capital Twitter page Citrine Capital Facebook page
Is Citrine Capital a public company?
Citrine Capital is private company therefore does not currently have an official ticker symbol
See more information about Citrine Capital

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