INTERSECT CAPITAL
Intersect Capital specializes in servicing the financial planning needs of business owners, entrepreneurs, athletes, and entertainers. It was created to facilitate an innovative combination of tools and resources designed to find new harmonies and possibilities in life. It provides the expertise, range, and depth of service that typical financial planning and family office doesn’t deliver. Its range of specialization in wealth management and administration, tax and estate planning, risk management, and concierge-style services is unique in the marketplace. The firm was founded in 1997 and is based in San Ramon, California.
INTERSECT CAPITAL
Social Links:
Industry:
Finance Financial Services Venture Capital
Founded:
1997-01-01
Status:
Active
Email Addresses:
[email protected]
Technology used in webpage:
SPF Microsoft Exchange Online Office 365 Mail IPv6 Microsoft Azure DNS Cloudflare Hosting Cloudflare DNS Mimecast EMoney
Current Employees Featured
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-07-21 | Carbon Health | Intersect Capital investment in Series D - Carbon Health | 350 M USD |
| 2021-07-20 | Sundae | Intersect Capital investment in Series C - Sundae | 80 M USD |
| 2021-04-22 | Overtime | Intersect Capital investment in Series C - Overtime | 80 M USD |
More informations about "Intersect Capital"
Today, one of the hardest parts of investing is finding …
At Intersect Capital Management, we are able to find information advantages to help you generate strong risk-adjusted returns About Intersect Capital Management Intersect Capital Management ("ICM") specializes in distilling …See details»
Intersect Capital - Crunchbase Investor Profile
Intersect Capital specializes in servicing the financial planning needs of business owners, entrepreneurs, athletes, and entertainers. It was created to facilitate an innovative combination of tools and resources designed to find new harmonies …See details»
Joe McLean
Joe McLean is the founder and CEO of Intersect Capital, providing financial advisory services to a variety of clients, including many of the world’s top athletes and entrepreneurs. Joe McLean has been recognized as one of Investopedia …See details»
Intersect Capital Management - LinkedIn
Intersect Capital Management ("ICM") specializes in distilling complex data sets, in combination with traditional investment methodologies to find information advantages that provide truly ...See details»
Intersect Capital Company Profile 2024: Valuation, Investors ...
Intersect Capital General Information Description. Provider of investment advisory services intended to facilitate a combination of tools and resources designed to find new harmonies and …See details»
Intersect Capital - Investments, Portfolio & Company Exits
Jul 21, 2021 Intersect Ventures is the venture arm of global wealth management firm Intersect Capital.See details»
Intersect Capital and MAI Capital Management
Jul 21, 2022 Joe McLean and Intersect Capital Join in Growth of MAI Capital Management 07.21.22 CLEVELAND, OH and SAN RAMON, CA – JULY 21, 2022 – MAI Capital Management (“MAI”), a registered investment adviser amplifies …See details»
INTERSECT CAPITAL LLC Top 13F Holdings - WhaleWisdom.com
Sep 30, 2024 Intersect Capital is based out of San Ramon. Intersect Capital is a large advisory firm with 431 clients and discretionary assets under management (AUM) of $1,155,920,270 …See details»
Intersect Capital 13F annual report (2024) - wallmine
Intersect Capital 13F annual report Intersect Capital is an investment fund managing more than $329 million ran by Joseph Mclean. There are currently 321 companies in Mr. Mclean’s …See details»
Homepage - Intersection Capital
The overabundance of capital has led to historically low capital costs and more competition amongst lenders. We maintain an extensive network with lenders of various segments of the credit stack, from senior, unitranche, mezzanine, and …See details»
Intersect Capital - Contacts, Employees, Board Members
Intersect Capital has 3 current employee profiles, including Founder Dave Shiell. Contacts. Edit Contacts Section. Job Department. Protected Content. Owner. Non-Management, Executive …See details»
Intersect Capital LLC - Company Profile and News
Intersect Capital LLC operates as an investment firm. The Company offers portfolio management, financial planning, and advisory services. Intersect Capital serves clients in the State of …See details»
Intersect Capital LLC (@intersectcapitalllc) - Instagram
Intersect Capital Holiday Party. Congratulations to Intersect’s newest partner, Joy Puyear! Congratulations to Intersect’s newest Partner, Joe Lum! @younglum. Thank you @cnbc for …See details»
Intersect Capital Company Profile - Office Locations ... - Craft
Intersect Capital is a company that provides financial planning and investment management solutions. It specializes in wealth management and administration, tax and estate, and …See details»
Intersect Capital - Top 100 Financial Advisors 2021 - CNBC
Oct 6, 2021 Intersect Capital, based in San Ramon, CA, is ranked No. 94 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.See details»
Intersect Power Announces $750M Growth Equity Investment from …
Jun 28, 2022 Intersect Power has an 8.5+ GWp and 8+ GWh mid to late-stage pipeline that includes a base portfolio of 2.2 GWp of solar PV and 1.4 GWh of co-located storage that will …See details»
Intersect Capital - Updates, News, Events, Signals & Triggers
Intersect Ventures is the venture arm of global wealth management firm Intersect Capital.See details»
Intersect Power Secures Over $600 Million of Corporate Capital to ...
Jan 26, 2021 San Francisco — Intersect Power, LLC, (“Intersect Power”) one of North America’s largest developers of utility-scale renewable energy, has secured $127 million in equity …See details»
Intersect Illinois Chairman John Atkinson Named a 2024 Notable ...
6 days ago Intersect Illinois has seen notable results in its efforts to attract business and jobs to Illinois. The organization’s recently released annual report showed Intersect Illinois-assisted …See details»
Syrian insurgents reach the capital's suburbs. Worried residents …
19 hours ago Insurgents' stunning march across Syria gained speed on Saturday with news that they had reached the suburbs of the capital and with the government forced to deny rumors …See details»