Everest Management Corp.

EST. AUM
$410,795,766

CONTACTS

CLIENT ACCOUNTS
328

Firm Details

Metro area San Francisco
CRD Number 142945
Website everest-mgmt.com
Client types

Overview

Everest Management Corp was founded by engineers Ranga Srinivasan and Ramprasad Satagopan following the dot-com collapse in the early 2000s. Their objective was to create a company based on fiduciary principles, offering transparent and effective wealth management solutions in response to perceived dissatisfaction with existing financial services.

Platform Details

Investment Preferences

Alternative Activity