Everest Private Wealth

Who we are

Everest Private Wealth traces its roots back to the aftermath of the dot-com collapse in the early 2000s. Founded by two engineers,  Ranga Srinivasan and Ramprasad Satagopan, who were dissatisfied with the financial services available, they aimed for something better. Recognizing the need for transparent, effective wealth management, the duo set out to create a firm grounded in fiduciary principles.

Our Timeline

Incorporation

2007

Discretionary AUM model

2012

SEC registration

2021

Today, Everest proudly serves over 90 households across the country, managing assets totaling more than $410 Million. Our journey is a testament to our dedication to delivering quality service and putting our clients’ interests first.

Our client roster includes highly successful engineering executives, entrepreneurs, doctors and tenured professors