# Everest Private Wealth

- **Website:** <https://everestprivatewealth.com>
- **Primary alias:** `everestprivatewealth.com`

## Description

Everest Private Wealth is a premier financial advisory firm located in Cupertino, CA, dedicated to empowering families on their financial journeys. Founded by engineers Ranga Srinivasan and Ramprasad Satagopan after the dot-com collapse, Everest is built on principles of integrity and transparency in wealth management. The firm serves affluent families with investable assets over $2 million, providing tailored financial services that encompass wealth management, retirement planning, and advanced tax strategies. 

Everest adopts a partnership approach, collaborating with trusted experts in insurance, estate planning, and taxation to deliver comprehensive solutions. Their services extend to ultra-wealthy clients, offering specialized advice for legacy wealth transfer and philanthropic initiatives. With a commitment to systematic investment processes, Everest focuses on maximizing household wealth while prioritizing client interests through a fiduciary model. Whether through personal balance sheet reviews, private investments, or customized philanthropic guidance, Everest is dedicated to helping clients achieve their financial aspirations and leave a lasting legacy.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/everestprivatewealth)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/iduo3bFcAA/w/820/h/188/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1769699915658)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/iduo3bFcAA/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1769699916057)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Brown Rust | #b36542 | accent |
| Bahama Blue | #0967a0 | dark |
| Melon | #fec1b5 | light |

## Fonts

- -apple-system — asset _(system)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/iduo3bFcAA/w/1128/h/191/idpVU1secV.jpeg?c=1bxid64Mup7aczewSAYMX&t=1769699915823)

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_Source: <https://brandfetch.com/everestprivatewealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._