THREE BELL CAPITAL
Three Bell Capital is a boutique, independent, comprehensive wealth management firm serving the entrepreneurial community. Three Bell Capital's private wealth management practice serves executives and early employees that represent some of the fastest growing and most successful private and public companies in the United States. Three Bell Capital's corporate practice includes some of the most well-respected and successful venture capital firms in the industry. Three Bell's corporate practice ranges from corporate retirement plans, cash balance plans, and private placement/secondary market transactions for private company stock.
THREE BELL CAPITAL
Industry:
Financial Services Wealth Management
Founded:
2011-01-01
Status:
Active
Contact:
(650) 843-9836
Email Addresses:
[email protected]
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2018-01-10 | BPM - Retirement Plan Consulting Services | BPM - Retirement Plan Consulting Services acquired by Three Bell Capital | N/A |
| 2017-01-01 | Altos Investments | Altos Investments acquired by Three Bell Capital | N/A |