About Yosemite Capital
Yosemite Capital is a Financial Services company based in Newport Beach (United States) founded in 2001, and was acquired by CW Advisors in November 2026. It provides personalized investment management and financial planning services for clients. It operates on a B2B and B2C model. Yosemite Capital offers products and services including Investment Management, Financial Planning, and Tax Planning and Strategy. Its focus areas include FinTech, Investment Tech, Financial Advisory and Wealth Management. Its legal entity is Yosemite Capital Management. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Yosemite Capital Management is a fiduciary firm dedicated to personalized wealth management, including investment advice, tax planning, and asset protection. Based in Newport Beach, California, they serve business owners, families, retirees, and women in wealth through tailored strategies that prioritize integrity and long-term security. Their team uses a holistic approach with over 150 years of combined experience to navigate financial complexities and build lasting legacies.
- Headquarters Newport Beach, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website yosemitecapital.com
- Social LinkedIn
- Acquired by CW Advisors (Nov 2026)
- Legal Name Yosemite Capital Management
- Investors
- Acquired by
Products & Services of Yosemite Capital
Yosemite Capital offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Tax Planning and Strategy.
Manages client portfolios to optimize returns and financial goals
Develops personalized plans for retirement and tax efficiency
Offers strategies to minimize taxes and protect assets
Investors in Yosemite Capital
Yosemite Capital has secured backing from 1 investor. Prominent investors backing the company include CW Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and financial planning services are provided for clients. | 2004 | cwadvisorsgroup.com | Boston, United States |
Investor details for Yosemite Capital
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Timeline of Yosemite Capital
3 dated milestones of Yosemite Capital across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Yosemite Capital is founded.
- Exit Acquired by CW Advisors.
- Exit Acquired by CW Advisors.
Competitors of Yosemite Capital
Yosemite Capital has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Yosemite Capital
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Yosemite Capital (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Yosemite Capital
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Frequently Asked Questions about Yosemite Capital
Yosemite Capital was founded in 2001.
Yosemite Capital is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
Yosemite Capital Management is a fiduciary firm dedicated to personalized wealth management, including investment advice, tax planning, and asset protection. Based in Newport Beach, California, they serve business owners, families, retirees, and women in wealth through tailored strategies that prioritize integrity and long-term security. Their team uses a holistic approach with over 150 years of combined experience to navigate financial complexities and build lasting legacies.
Yosemite Capital's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Yosemite Capital offers Investment Management, Financial Planning, and Tax Planning and Strategy.
Yosemite Capital has 1 investor. Key investors include CW Advisors.
Yosemite Capital operates through Yosemite Capital Management.
Yes. Yosemite Capital was acquired by CW Advisors in November 2026.