All Listings in San Jose

Avidbank is a highly responsive business bank, providing tailored financial solutions. The staff specializes in providing innovative banking products and supportive services that meet clients’ expectations. In addition to a variety of personal banking services, it specializes in commercial & industrial lending, technology and asset-based lending, specialty finance, real estate construction and commercial real estate lending.

Bay Area Business Brokers is a investment bank firm based in San Jose, United States.

Betterwealth LLC is a investment management firm based in San Jose, United States. Betterwealth LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

With more than $25 billion in assets, Western Alliance Bancorporation (NYSE:WAL) is one of the country’s top-performing banking companies and has ranked in the top 10 on the Forbes “Best Banks in America” list for five consecutive years, 2016-2020. Its primary subsidiary, Western Alliance Bank, Member FDIC, helps business clients realize their growth ambitions with local teams of experienced bankers who deliver superior service and a full spectrum of customized loan, deposit and treasury management capabilities.

C-J Advisory, Inc. is a investment management firm based in San Jose, United States. C-J Advisory, Inc. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Capstone was established in 1989 by its current owner and president, M. Daniel Smith. As the founder and owner of several companies ranked on the Inc. 500 list of America’s fastest-growing privately held companies, including a diversified $78 million company with eight subsidiaries in seven states, Dan’s success in business growth and strategic acquisitions attracted numerous small- to medium-sized investment banks. But none offered the real-life business experience, operational expertise or industry knowledge required to meet his needs. Surveying his business owner peers, Dan learned that many shared his frustration.

The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in Downtown San Jose. For over 25 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach.

Integrated Wealth Management is a investment management firm based in San Jose, United States. Integrated Wealth Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Loring Ward is a investment management firm based in San Jose, United States. Loring Ward provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Silicon Valley Capital Partners, L.P. is a investment management firm based in San Jose, United States. Silicon Valley Capital Partners, L.P. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.