Silicon Valley

San Jose, United States Founded: 1996 • Age: 30 yrs Acquired By Allworth Financial
Financial planning and investment advisory services are provided to clients.

About Silicon Valley

Silicon Valley is a company based in San Jose (United States) founded in 1996 was acquired by Allworth Financial in December 2023.. Silicon Valley offers products and services including Wealth Management, Financial Planning, Investment Management, and Tax Planning. Silicon Valley operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter San Jose, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Allworth Financial

    (Dec 14, 2023)

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Products & Services of Silicon Valley

Silicon Valley offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Investment Management, and Tax Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides personalized investment and financial strategies for clients

Offers planning for taxes, estates, and retirement needs

Manages client portfolios for growth and risk mitigation

Assists with tax strategies and compliance for individuals

Funding Insights of Silicon Valley

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Silicon Valley

Silicon Valley has secured backing from 1 investor. Prominent investors backing the company include Allworth Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Provider of retirement planning services
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Silicon Valley

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Silicon Valley

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Silicon Valley Comparisons

Employees
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Competitors of Silicon Valley

Silicon Valley operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Silicon Valley

Frequently Asked Questions about Silicon Valley

When was Silicon Valley founded?

Silicon Valley was founded in 1996.

Where is Silicon Valley located?

Silicon Valley is headquartered in San Jose, United States. It is registered at San Jose, California, United States.

What does Silicon Valley do?

Silicon Valley Wealth Advisors was established in 1996 in San Jose, United States, within the financial services sector. Investment management and advisory services are offered to individuals and families, focusing on tailored financial planning. Operations include tools for decision-making aligned with specific needs and strategies. The company is led by Managing Director Bill Soby, serving clients through its domain svwadvisors.com.

Who are the top competitors of Silicon Valley?

Silicon Valley's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Silicon Valley offer?

Silicon Valley offers Wealth Management, Financial Planning, Investment Management, and Tax Planning.

Who are Silicon Valley's investors?

Silicon Valley has 1 investor. Key investors include Allworth Financial.

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