Everest Management Corp

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Why us

At Everest Management Corp, we employ a fiduciary wealth management model, prioritizing our clients’ interests above all else.
Ranga Srinivasan
Ramprasad Satagopan

Our Pillars

Fiduciary Responsibility

We operate as fiduciaries, putting our clients’ interests first. Our compensation is directly from our clients, ensuring unbiased advice and recommendations. We do not accept commissions or kickbacks from third parties.

Hyper Personalization

We prioritize responsiveness and deep client relationships. By understanding each family’s unique needs, we provide unprecedented levels of personalization across all financial matters, including investments, asset protection, estate planning, corporate benefits, and liquidity management.

Proprietary Software Platform

Utilizing our proprietary software platform, we comprehensively analyze household assets across all account types and optimize them for risk, taxes, and costs. Our advanced techniques, including Rebalancing, Tax Loss Harvesting, and Asset Location, maximize wealth over time.

Pillars works in harmony to grow household wealth

Is Everest a fit for you

At Everest, we employ a fiduciary wealth management model, prioritizing our clients’ interests above all else.

You are

A busy professional who has achieved career success

You have

More then $2M in investable assets, with financial and tax complexities

You want

To delegate to a skilled professional to grow your household wealth