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.
Our Timeline
Incorporation
2007
Discretionary AUM model
2012
SEC registration
2021
Today, Everest proudly serves over 70 households across the country, managing assets totaling more than $235 Million. Our journey is a testament to our dedication to delivering quality service and putting our clients’ interests first.
Our client roster includes highly successful engineering executives, entrepreneurs, doctors and tenured professors