Sand Hill
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
245 Lytton Ave Ste 300, Palo Alto, Calif...Phone Number
(650) 854-9150Revenue
$22 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2
About Sand Hill
Sand Hill Global Advisors specializes in providing financial planning solutions and independent investment management strategies tailored to the unique challenges of managing wealth in Silicon Valley. Their clients include entrepreneurs, executives, individuals, families, and organizations such as endowments and foundations. The firm focuses on simplifying complex financial situations, helping clients enjoy their wealth while planning for the future. With a deep understanding of the local financial landscape, Sand Hill aims to support clients in achieving their financial goals and preserving their legacies.Explore more
Sand Hill Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Sand Hill is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sand Hill is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sand Hill.
Sand Hill financials insights
Gather financial insights about Sand Hill, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Sand Hill Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Sand Hill is planning to move offices in September 2025. The move will impact approximately 8 employees at the existing office located at Four Embarcadero Center, Suite #3150, San Francisco, CA.
Facilities Relocation/Expansion
Award
Funding
Sand Hill has received an SBA PPP loan for $350,000-1 million from Heritage Bank of Commerce, supporting the retention of 28 jobs.
Project
Spending/Investment, Request for Proposal (RFP)
Sand Hill News & Media
Caroline Curts Named Chief Compliance Officer of Sand Hill Global Advisors
Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Manager of Client Service, Caroline Curts, CFP®, IACCP®, has been promoted to the role of Chief Compliance Officer. Ms. Curts will be responsible for overseeing the firm's compliance with regulatory requirements and coordinating with firm leaders to ensure compliance policies and procedures are adequate and promote the highest standards of ethics and integrity in the firm's business... Re
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Frequently Asked Questions Regarding Sand Hill
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Sand Hill Global Advisors specializes in providing financial planning solutions and independent investment management strategies tailored to the unique challenges of managing wealth in Silicon Valley. Their clients include entrepreneurs, executives, individuals, families, and organizations such as endowments and foundations. The firm focuses on sim... Read More
