Excaliber Capital is a Multi-Family Office. Owner-managed by former Wall-Street private bankers, we provide our clients with professional, unbiased investment advice. We are strictly independent and compensated only by our clients - ensuring our interests are aligned. We are oriented towards Capital Preservation and Long-Term Capital Growth.
| Website | http://www.excalibercapital.com |
| Employees | 10 (6 on RocketReach) |
| Phone | +1 415-230-9087 |
| Technologies | |
| Industry | Investment Management |
| Keywords | Multi Family Office, Wealth Management, Investment Advisory, Family Office Services, Private Wealth, Portfolio Management, Financial Planning, Asset Management, Wealth Preservation, Financial Advisory, High Net Worth, Investment Solutions, Estate Planning, Investment Strategies, Risk Management, Independent Financial Advisor, Investment Banking, Private Banking, Retirement Planning, Tax Planning |
| Competitors | J.P. Morgan, Goldman Sachs, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, BlackRock, T. Rowe Price, State Street Global Advisors, Invesco Ltd. +40 more (view full list) |
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Ronny Blonder is the Chief Operations Officer of Excaliber Capital.
6 people are employed at Excaliber Capital.
Top Excaliber Capital Employees
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Eran Reinisch
Owner at Excaliber Capital
Tel Aviv-Yafo, IL2 -
22
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Moin Ahmed
Sales at Excaliber Capital
Irvine, CA, US
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