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
Industry:
Finance Financial Services Venture Capital
Founded:
1997-01-01
Status:
Active
Technology used in webpage:
SPF Microsoft Exchange Online Office 365 Mail IPv6 Microsoft Azure DNS Cloudflare Hosting Cloudflare DNS Mimecast EMoney
Current Employees Featured
Dave Shiell Founder @ Intersect Capital
Founder
Joseph McLean Chief Executive Officer & Managing Partner @ Intersect Capital
Chief Executive Officer & Managing Partner
2014-06-01
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"
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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»
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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»
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Where is Intersect Capital Management 's headquarters? Intersect Capital Management is located in Stamford , Connecticut , United States . Browse By: Organizations, People, EventsSee 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. …See details»
INTERSECT CAPITAL LLC Top 13F Holdings - WhaleWisdom.com
Dec 31, 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 - Investments, Portfolio & Company Exits
Jul 21, 2021 Which industries has this organization most actively invested in? Show . Announced Date . Organization Name . Lead Investor ... Intersect Capital has invested in …See details»
Joe Lum, CFP® - MAI Capital Management
Oversaw the growth of the Intersect family office practice, guiding clients on cash flow management, private and public investment opportunities, as well as estate planning and charitable giving As an advisor and angel investor, has guided …See details»
Intersect Capital AUM, Funds & Holdings Data - CapEdge
Intersect Capital 12657 ALCOSTA BLVD. SUITE 500 SAN RAMON CA 94583 Phone. 925-498-1937. Brochures. Intersect Capital LLC Adv Brochure (5 Aug 22) Latest filings (excl …See details»
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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»
Timothy Schmoll, CFP® - mai.capital
Joined MAI in 2022, when Intersect Capital merged with MAI; At Intersect, Tim was an Investment Adviser Representative since 2021 and prior to that was employed by Procapita Partners LLC …See details»
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Intersect Capital Investments, Sectors and Contact Details. Intersect Capital. Intersect Ventures is the venture arm of global wealth management firm Intersect Capital. Location. United States. …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 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 MANAGEMENT LLC | Form ADV - Radient
Mar 26, 2024 Firm Details for INTERSECT CAPITAL MANAGEMENT LLC, Location: Connecticut, AUM = None, Last Form ADV Filed : 26-March-2024, Officers: PAOLELLA, …See details»
Intersect Capital - Top 100 Financial Advisors 2021
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»
Joe Lum, CFP® - MAI Sports
He joined MAI in 2022 as a result of the acquisition of Intersect Capital, where he was named the youngest Partner in firm history. Joe advises uniquely successful individuals and families …See details»
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