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Private Wealth Daily
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The Lean 100 · 2026 edition
No.81
Everest Private Wealth logo

Everest Private Wealth

Cupertino, CA · Firm website

85%AUM growth, 2024 to 2026
$411MAUM in the 2026 filing
23%client growth
3people at the firm

AUM by filing

$160M2023
$222M2024
$307M2025
$411M2026

Clients by filing

652023
732024
822025
902026

Key people

  • Ramprasad SatagopanCo-Founder and PrincipalOwner · 5 years at the firm
    in
  • Ranga SrinivasanCo-Founder and PrincipalOwner · 5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth85%104%
  • Client growth23%43%
  • People37
  • AUM per person$136.9M$49.7M

Rank by measure

  • Official rankNo. 8185%
  • Client growthNo. 7923%
  • AUM added per personNo. 9$62.8M
  • AUM per personNo. 5$136.9M
← No. 80 Vantage Wealth ManagementNo. 82 Ewa →
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Everest Private Wealth: No. 81 on The Lean 100 (2026) — Private Wealth Daily