Finance at the Speed of Startup
Our private wealth management practice is focused on founders, executives, and early employees who are somewhere in the process of starting, growing, or exiting private companies, and need help managing the resulting liquidity.
Our corporate practice structures, designs, implements and manages 401(k) and executive pension plans for some of most well-respected and successful venture capital firms and technology companies in the industry.
We’re not a big bank with a hidden agenda and mixed loyalties. We are a fully independent firm, offering conflict-free advice, fee-based services, with no products and no commissions. Ever.
Financial advisors manage investment portfolios, wealth managers like Three Bell act like a family CFO, taking responsibility for every aspect of their clients’ financial lives.
Startup life is a whole different sort of beast. We were born from it, and our clients are living it on a daily basis. This allows Three Bell to deliver in ways that other firms don’t even understand.