Intersect Capital
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
12657 Alcosta Blvd Ste 500, San Ramon, C...Phone Number
(925) 790-2894Website
www.intersectcapitalllc.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Intersect Capital
Intersect Capital, now part of MAI Capital Management, is dedicated to providing a client-first approach in wealth management and financial advisory services. They cater to individuals, families, athletes, entertainers, and institutions, offering solutions that include wealth management, family office services, and retirement planning. With a 50-year history, the firm aims to empower clients to simplify, protect, and grow their wealth. Their team combines the entrepreneurial spirit of a boutique firm with the resources of an established leader, ensuring a diverse and authentic service experience.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Intersect Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Intersect Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Intersect Capital.
Intersect Capital financials insights
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2025
Debt
$77K
Intersect Capital Tech Stack
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Intersect Capital News & Media
Intersect Capital Promotes Joe Lum to Partner in Recognition of 7 Years of Remarkable Client Service
SAN RAMON, Calif.--(BUSINESS WIRE)--Intersect Capital promotes Joe Lum to Partner in recognition of seven years of service.Armanino Launches ‘Executive Access Program’ to Encourage More Women to Explore Partner Track
SAN RAMON, Calif., Nov. 12, 2018 (GLOBE NEWSWIRE) -- Armanino LLP, one of the top 25 largest accounting and business consulting firms in the U.S., announced it launched an Executive Access Program. The program will pair high-potential female managers with firm executive committee members to provide them the opportunity to build relationships with key leaders and help drive career advancement. The firm also announced a Transparency to Partnership educational track to provide clearer insight andArmanino Foundation Raises $500K Ahead of 2-Year Anniversary and Announces Newest Grant Recipients
Firm’s 2019 Volunteer Vacations Set to Assist in Thailand, Florida, Oregon and Catalina IslandArmanino Announces CFO Evolution Client Award Winners
SAN RAMON, Calif., Oct. 22, 2018 (GLOBE NEWSWIRE) -- Armanino LLP, one of the top 25 largest accounting and business consulting firms in the U.S., today announced the winners of its first annual CFO Evolution Client Awards. Presented to those CFOs demonstrating transformation through innovation and influence based on Armanino’s CFO Evolution 2.0., J. Mark Jenkins of the Golden Gate National Parks Conservancy was named CFO of the Year, Margaret McCarthy of WideOrbit was recognized
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Intersect Capital, now part of MAI Capital Management, is dedicated to providing a client-first approach in wealth management and financial advisory services. They cater to individuals, families, athletes, entertainers, and institutions, offering solutions that include wealth management, family office services, and retirement planning. With a 50-ye... Read More
