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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.
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Insights at your fingertips
Get a quick take on the latest financial topics, economic trends and industry developments from our diverse team of professionals.
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Top Women Wealth Advisors, Best-In-State, 2023
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Top Next-Gen Wealth Advisors, 2022
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Top Next-Gen Wealth Advisors, Best-In-State, 2022
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Best-In-State Wealth Advisors, 2022
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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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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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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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Elizabeth Galbut
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.