Traveka Wealth
Traveka Wealth is an independent registered investment advisor providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives and careers have been shaped by the technology sector.
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Verified contacts
8
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- EC
Elyse Costanzo
Relationship Manager · Sales & Business Development
EmailPhone - TB
Tony Blagrove
Chief Executive Officer · General Business & Management
EmailPhone - MM
McKenna Marshall
Relationship Manager · Sales & Business Development
EmailPhone - SP
Sharon Paratte
Wealth Advisor · Finance & Accounting
EmailPhone - SP
Sharon Paratte
Wealth Advisor · Finance & Accounting
EmailPhone - SM
Sean McNally
Associate Wealth Advisor · Finance & Accounting
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Traveka Wealth
4 distinct titles indexed · top 4 shown.
- 4relationship manager
- 2wealth advisor
- 1associate wealth advisor
- 1chief executive officer
Sign up to unlock all 8 contacts at Traveka Wealth
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