Smarter Wealth Management, Built for the Future
We help innovators, entrepreneurs, and professionals grow and protect their wealth with clarity, precision, and purpose.
Our Philosophy
Wealth is a Tool — People Are the Purpose
At Silvergate, connection matters. We’re redefining access to thoughtful, tech-enabled wealth management for a more open and inclusive world.
Our promise to you
Time Back
White-Glove Support
Risk reduction
Peace of mind

“Silvergate helped me sell my startup and actually understand what to do with the money. They’re sharp, calm, and two steps ahead.”
Sean H., Founder & CEO, SF Tech Company
Investment Management

Algorithmic insights + human experience to help your portfolio thrive.
Learn MoreEquity & Liquidity Planning

Tailored strategies for startup founders, tech employees, and executives.
Learn MoreQuietly powerful. Meticulously tailored. Always ahead.
23900
$100M+ Assets Under Advisement
1208
San Francisco-based, nationally focused
234965
25+ Years Experience
23876
95% Client Retention Rate