Empowering your Financial Future

We are the trusted partner in Wealth Management and your Family’s Financial Journey

Everest is a SEC registered Financial Advisory firm based out of Silicon Valley servicing clients across the US. Our mission is to grow household wealth using a systematic investment process with uncompromising integrity.

Who we are

Everest Management Corp

traces its roots back to the aftermath of the dot-com collapse in the early 2000s. Founded by two engineers, Ranga Srinivasan and Ramprasad Satagopan, who were dissatisfied with the financial services available, they aimed for something better. Recognizing the need for transparent, effective wealth management, the duo set out to create a firm grounded in fiduciary principles.

What we do

Comprehensive Services for Affluent Families

Welcome to Everest, where we specialize in providing tailored financial services for affluent families with investable assets exceeding $2 Million. Our offerings are designed to address the unique needs and aspirations of affluent families ensuring their financial goals are met with precision and expertise.

Balance Sheet Advice

Let us review your entire balance sheet and provide personalized recommendations on structuring your investments. We’ll identify any inefficiencies, tax implications, and opportunities for growth, helping you to maximize your wealth.

Partnership Approach

For related areas like insurance, estate planning and taxation we’ve partnered with a select group of trustworthy, skilled, and cost-effective firms to deliver our services.

Experience the Everest difference and unlock the full potential of your wealth. Contact us today to learn more about how we can help you achieve your financial objectives.

How We Do It

Customized Services for the Ultra Wealthy

Families with wealth higher than $25 Million often have needs beyond those of the Affluent families, especially in areas such as Legacy Wealth Transfer, and impacting societal causes through Charitable giving. Our specialized services are catered to address the special needs of the ultra wealthy, ensuring their goals are met with precision and expertise