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Silicon Valley Bridge Bank, N.A. is a newly created, full-service FDIC-operated ‘bridge bank’.  Learn more here

 
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Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

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Explore our holistic approach to managing wealth

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Our team relies on their financial expertise, industry knowledge and vast networks to ensure that you’re heard, understood and satisfied with your strategic plans.

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Home
Who We Help

Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
  • VC/PE Professionals
  • Individuals & Families
  • Vintner and Winery Owners
  • Executives
  • Professionals
  • Business Owners
  • Nonprofits
Services

Wealth Management

  • Wealth Planning
  • Investment Management
  • Trust & Fiduciary
  • Family Office

Lending

  • Mortgage Lending
  • Private Lending
  • Business Lending

Banking Services

  • Business Banking Services
  • Private Banking Services
Team

We're here for you

Our team relies on their financial expertise, industry knowledge and vast networks to ensure that you’re heard, understood and satisfied with your strategic plans.

Learn more

  • Directory
Insights

Capitalize on our Insights

When you’d like a quick take on a financial topic, economic trend or industry development, our archive of insights is available 24/7.

Our insights

  • Economic Commentary
  • Family Office Insights
  • Lifestyle
  • Managing Operations
  • Managing Taxes
  • Philanthropy
  • Trust & Estate Perspectives
  • Wealth Insights
Support

Help is just a click away

If you need assistance with your account, we’re here to help. We have a library of resources available and our support team is happy to assist you.

Additional support

  • Digital Banking
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Where your personal life meets your professional life

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Your committed partner
Helping you with your financial journey with solutions based on a deep understanding of what drives you - no matter how complex life gets.
Insights at your fingertips
Get a quick take on the latest financial topics, economic trends and industry developments from our diverse team of professionals.
Top Women Wealth Advisors, Best-In-State, 2023
Top Next-Gen Wealth Advisors, 2022
Top Next-Gen Wealth Advisors, Best-In-State, 2022
Best-In-State Wealth Advisors, 2022
America's Top Women Wealth Advisors, 2022

Well versed in the complex needs of innovators

When your financial needs are far from typical, call on us to craft a holistic plan tailored to your needs. Select from the options below and learn how we can help.
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Our partnership begins with your goals

A thorough understanding of your personal and professional ambitions helps guide our development of your financial strategy.
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A financial partner founders can rely on

We help founders throughout the innovation economy more effectively manage their personal and business finances.
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Interview with Tom Gerace, Founder and Director, Skyword
Read client story
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Adept at the nuances of executive needs

We partner with business leaders and help manage the intricacies of personal finances and professional responsibilities.
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Interview with Bryan Blake and Andrew Iglowski, The Seyon Group
Read client story
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Practiced at serving the needs of experienced investors

Working closely with venture capitalists, our specialized team is skilled at navigating finances, managing capital commitments and identifying opportunities.
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Interview with Elizabeth Galbut of SoGal Ventures
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Accomplished at managing a full range of client finances

Our team of wealth professionals will collaborate with you to develop a holistic plan that allows you and your family to pursue your financial goals.
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Interview with Dawn Stancavish of Massa Products
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What you can expect from us

As your partner we provide advice, guidance and a suite of solutions to help you navigate the challenges and opportunities at each state of your personal financial journey.

A variety of cash management options to help you reach your financial goals.

  • Checking and savings
  • CDs and money markets
  • Insured Cash Sweep
  • Online and mobile banking
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Guidance and flexible lending solutions for managing your liquidity needs.

  • Mortgage Lending
  • Home equity lines of credit (HELOC)
  • Private stock-backed lending
  • Partner lines of credit (PLOC)
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Comprehensive advice and planning strategies tailored to your unique needs.

  • Investment advisory services
  • Multi-generational wealth planning
  • Financial planning
  • Concentrated stock advisory
  • Philanthropic planning
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Expertise to help you protect your wealth and secure your legacy.

  • Tax strategies & planning
  • Trust administration services
  • Estate and trust settlement
  • Agent for fiduciary
  • Specialty asset administration
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Discover the stories that inspired our clients’ successes
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A former CPA who knew she had to break out on her own, Melissa is obsessed with entrepreneurship and sharing the lessons she has learned along the way...
Melissa Clayton
CEO & Founder of Tiny Tags and The Matte
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Colleagues turned co-founders, Bryan and Andrew continually refine their real estate investment firm for the benefit of their partners, employees and families.
Bryan Blake and Andrew Iglowski
The Seyon Group
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Co-founding the first women-led venture capital firm was no easy task but Elizabeth followed her passion and began investing in women-run businesses at age 26.
Elizabeth Galbut
SoGal Ventures
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Connecting our network of industry experts with clients

Our dedicated team connects SVB clients with stakeholders in every part of the innovation community.
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All non-SVB named companies listed are independent third parties and are not affiliated with SVB Financial Group.

Forbes “Top Women Wealth Advisors Best-in-State” 2023: Source Forbes.com (February 2023). Awarded in February of 2023, this ranking was determined based on an evaluation process conducted by SHOOK Research LLC during the period from 9/30/21-9/30/22. This process involved surveys and interviews conducted by telephone, in-person and virtually to evaluate each advisor qualitatively and a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations, and quantitative criteria, including, assets under management and revenue trends. Advisors considered have a minimum of seven years’ experience. Investment performance is not a criterion. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither SVB Wealth LLC nor its Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “America’s Top Women Wealth Advisors” 2022: Source Forbes.com (February 2022). Awarded in February of 2022, this ranking was determined based on an evaluation process conducted by SHOOK Research LLC during the period from 9/30/20-9/30/21. Neither SVB Wealth LLC nor its Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This process involved in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations, and quantitative criteria, including, assets under management and revenue trends. Advisors considered have a minimum of seven years’ experience. Investment performance is not a criterion. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-in-State Wealth Advisors” 2022: Source: Forbes.com (April 2022). Awarded in April of 2022, this ranking was determined based on an evaluation process conducted by SHOOK Research LLC during the period from 6/30/20-6/30/21. Neither SVB Wealth LLC nor its Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on an algorithm of qualitative criteria gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The advisors considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and best practices in working with clients. Investment performance is not a criterion. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Top Next-Gen Wealth Advisors” 2022 and “Top Next-Gen Wealth Advisors Best-in-State” 2022: Source: Forbes.com (August 2022). Awarded in August of 2022, this ranking was determined based on an evaluation process conducted by SHOOK Research LLC during the period from 3/31/21 - 3/31/22. Neither SVB Wealth LLC nor its Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. For this ranking, SHOOK considered advisors born in 1983 or later with a minimum of four years as an advisor. Advisors considered have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking is based on an algorithm of qualitative data, gathered through telephone and in-person interviews to evaluate best practices, client retention, industry experience, credentials, compliance records, and firm nominations, as well as quantitative criteria, including assets under management and revenue trends. Investment performance is not a criterion. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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This material is for informational purposes only and is not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. SVB Financial Group (“SVB”) does not represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment.

SVB, its affiliates, employees, SVB Wealth LLC investment adviser representatives and SVB Investment Services Inc. registered representatives do not provide, and nothing contained herein should be construed as, legal, tax or accounting advice. Prior to making any investment or financial decisions, an investor should consult their own legal and/or tax advisors for individualized advice that takes into account all of the particular facts and circumstances of an investor’s own situation.

Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.

The term “SVB Private” is the marketing brand name for the private banking, lending, brokerage and wealth management and investment advisory services offered by the following SVB subsidiaries and affiliates: Silicon Valley Bank, SVB Investment Services Inc., and SVB Wealth LLC. Each legal entity in SVB Financial Group is subject to distinct regulatory requirements and certain products and services may not be available in all jurisdictions or to all client types.

^Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Wealth LLC (“SVBW”) and SVB Investment Services Inc. (“SVBIS”) are wholly owned, non-bank subsidiaries of Silicon Valley Bank. Neither SVBW nor SVBIS is a chartered bank, trust company or depository institution.

*Wealth management and investment advisory services are offered through SVBW, an SEC-registered investment adviser. Detailed information on the services offered through SVBW is contained in the SVBW Form ADV Brochure which can be obtained at adviserinfo.sec.gov or from your SVBW investment adviser representative. Brokerage products and services are offered through SVBIS, a registered broker-dealer, Member FINRA and SIPC. To learn more about SVBIS, please review the SVBIS Client Relationship Summary.

There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. For more information about these services and their differences, speak with your SVBW investment adviser representative. Not all products/services are offered by all investment adviser representatives of SVBW or registered representatives of SVBIS, and not all investment adviser representatives of SVBW are registered representatives of SVBIS.

Wealth management and investment advisory services offered by SVBW, and brokerage products and services offered by SVBIS are:

Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. All companies are independent third parties and are not affiliated with SVB Financial Group.

All loans provided by Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 442029.

©2023 SVB Financial Group. All rights reserved. SVB Financial Group (SVB) is the holding company for all business units and groups. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, and the chevron device are trademarks of SVB Financial Group, used under license.
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