- Bear, Inc.
 - San Carlos - Receive a snapshot valuation of your company or small business by submitting a web form. - BullTrade
- Mountain View - Stock newsletter and financial forum designed to help the common investor make educated investment decisions.
- ClearPath Capital Partners
- San Mateo - Offers private wealth management.
- Dolan Capital Management
- Palo Alto - Registered investment advisor and financial planning firm.
- Essex Property Trust, Inc.
- Palo Alto - A fully integrated property operating company that specialises in multifamily properties on the West Coast.
- Iverson Financial Systems, Inc.
- Sunnyvale - Offers research-quality technical market data and services to the institutional investment community.
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