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Santa Monica, CA
Venture-Funded
69%
of U.S. venture capital-backed tech and life science companies with an IPO banked with SVB in 2019.*
* Based on PitchBook and NVCA data
Helping your business as you scale rapidly and grow with confidence
We have helped these leading innovators by providing a mix of banking services and business strategy support.
*All companies above are independent third parties and not affiliated with SVB Financial Group.
A long-term banking partnership to help support your business goals at every stage
SVB offers financial and banking services to help, as you capitalize on business opportunities, raise capital, protect equity, manage cash flows and access global markets.
Banking Services
Venture Debt
Global Payments and Foreign Exchange
SVB Innovators Card
SVB Private Banking and Wealth Advisory
Fraud Prevention Services
300
Tech banking and growth experts
Relationship Managers that know the tech landscape as well as your industry and will work with your company at every stage.

Bruce Helberg
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Senior Market Manager
Bruce partners with high growth companies of all sizes in the technology, media and telecommunications industries across multiple SVB regions.

Dan Allred
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Senior Market Manager
Dan leads SVB’s technology practice in Boston and partners with private companies innovating in fintech, enterprise software, hardware and consumer tech.

Jake Moseley
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Senior Market Manager
Jake has over 15 years of experience working with private equity and venture capital clients worldwide and leads SVB’s core constituency of fintech companies.

Matt Trotter
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Senior Market Manager
Matt has successfully partnered with entrepreneurs, investors and influencers across all growth stages in the hardware, deep tech and energy sectors.

Robert Sureck
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Senior Market Manager
Robert manages key client relationships in technology companies at all life cycle stages to provide highly structured financing and banking solutions.

Sean Stone
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Market Manager
Sean specializes in supporting diversified financial services solutions for emerging and mature companies working in technology, life science and private equity.

Minh Le
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Market Manager
Minh serves as a banking partner for structuring, advising and implementing solutions for companies working in technology, life science and cleantech segments.

Rob Freelen
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Market Manager
Rob offers clients specialized solutions in areas of venture debt, lines of credit, treasury management, payments, private banking and equity venture capital.

Dan Baldi
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Market Manager
Dan manages client relationships in renewable and traditional energy as well as food and transportation technology with a variety of financial solutions.

Denny Boyle
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MD - Sector Head
Denny helped start SVB’s National Fintech Practice in 2014. He and his team work to drive meaningful, positive change in financial services.

Jason Mok
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Managing Director
Jason focuses on relationship management, debt financing and facilitating connections between entrepreneurs and investors for early and growth stage companies.

Ted Wilson
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Managing Director
Ted has considerable experience working with technology businesses as a lender, venture capital investor, business operator, investment banker, and consultant.
We go beyond banking solutions to support your success
Leverage our connections, expertise, and resources to help you, as your business accelerates towards its upward growth trajectory.
Networking Events
Opportunities to network with your peers, investors and industry icons by attending SVB dinners and happy hours that are open exclusively to SVB clients.
Summits
Access to gain valuable connections, insights and key learnings for your business and industry at exclusive SVB curated client events.
Product Advisors
Take advantage of our treasury management expertise to learn about options, so you can help determine what might work best for your company—whether how to finance growth or to position yourself to attract investors.
FX Risk Advisors
Services available² that can support your business as you look for options to help protect your international revenues, move money across borders safely and cost-effectively, and help manage your risk.
Insights to inspire you
Scaling your startup is hard. That's why we tap our network for advice and inspiration. These personal stories from top finance professionals and tech executives are rich in lessons on how to navigate business complexities and take your company to the next level.
Executing a Successful Startup Pivot
The truth is that pivots are hard. It’s hard to recognize you need a radical course correction and it is harder to pull one off. We asked a CEO who had two successful pivots to share tips.
Learn more
Top Metrics for Evaluating Startup Health
There are times when you need to get an overall picture of the financial health of your business. Read what VC and Wall Street analyst, Mike Kwatinetz, learned about evaluating companies.
Learn more
“
SVB is the gold standard, and where you go if you’re building a big, world changing business.
John Tabis
Founder and CEO at The Bouqs Company
Client since 2017
Learn more

Helping your business to scale faster
Get started with SVB and grow with us for the long run.
Venture-Funded
The products and services that matter for growth-driven startups and executives.