RHS Financial
Overview
RHS Financial is a San Francisco-based private investment firm specializing in wealth management for tech professionals. They offer a range of services, including financial planning, investment management, equity compensation optimization, flexible family office solutions, and comprehensive tax planning. Their client base primarily consists of individuals in the Bay Area and Silicon Valley. The firm's investment strategy focuses on private equity, real estate, and venture capital, targeting various stages from seed to pre-IPO investments. They emphasize a client-centered approach, acting as fiduciaries to ensure clients' best interests are always at the forefront. Leveraging cutting-edge technology, they provide tailored strategies and open access to investment opportunities, fostering an interactive and responsive relationship with their clients. RHS Financial's team comprises professionals with decades of collective experience in financial services. They collaborate with specialists in tax, law, and real estate to deliver comprehensive solutions. Their investment philosophy centers on building lasting relationships and providing personalized financial advice to help clients achieve their financial goals.
Investment Focus
- Minimum account balance of $500,000 for asset management services
Portfolio Companies
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Frequently asked questions about RHS Financial
What sectors does RHS Financial invest in?
RHS Financial invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in San Francisco, California, United States. RHS Financial is listed as a private investment firm in the ConnectSafely investor database.
What stage does RHS Financial invest at?
RHS Financial backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout.
Which regions does RHS Financial invest in?
RHS Financial invests across United States.
Who are the partners at RHS Financial?
Team members listed for RHS Financial include Risley Sams (Chief Executive Officer) and Ozzy (Chief Security Officer).
What companies has RHS Financial invested in?
RHS Financial's portfolio includes Apple, Facebook, Airbnb, Uber, Google, Square, VMware and Tesla.
How do I contact RHS Financial?
RHS Financial's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
