What Corinthian Wealth Management does

Corinthian Wealth Management is a fee-based Registered Investment Advisor (RIA) and full-service financial planning firm headquartered at 1625 The Alameda, Suite 308, San Jose, California. Founded in 2007 by Dave Samuels, CFP, CLU, the firm provides integrated wealth management services to individuals and families through five core service pillars: investment planning, estate planning, risk management, retirement planning, and tax planning. Its target clientele is middle to upper-middle income households, primarily in Silicon Valley, seeking comprehensive financial guidance and multi-generational wealth strategies.

The firm operates as a small boutique practice, with headcount disclosed at 1–10 employees. Leadership includes President, CEO, and Owner Eleonora Tomasello (CFP), Financial Advisor Associate Claudia Deras, and founder Dave Samuels. Corinthian generates revenue through advisory fees under a fee-transparent model that distinguishes it from commission-based product sellers. Client acquisition relies on a sales-led motion combining direct consultations, a self-assessment tool (Financial Wellness Self-Assessment Wheel), and a content marketing blog supported by Facebook and LinkedIn profiles.

The underlying technology stack is non-proprietary: no software platforms, APIs, AI or ML capabilities, patents, or third-party integrations are disclosed. Distribution is entirely direct and domestic, delivered through in-person meetings at the San Jose office plus remote consultations across the United States. The firm is privately held by its operators, has no external funding rounds, no parent company, no subsidiaries, and no public-facing partnership or M&A activity.

Name

Corinthian Wealth Management

Legal name

Corinthian Wealth Management, Inc.

Website

https://corinthianwealth.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Corinthian Wealth Management is a fee-based Registered Investment Advisor in San Jose, California, providing integrated investment, estate, tax, retirement, and risk management planning for individuals and families, primarily in Silicon Valley.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Private Client/High-Net-Worth Advisory (FSAEAAAN), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Financial planning services
• Investment advisory
• Wealth management
• Retirement planning
• Estate planning

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Advisory Fees: As a Registered Investment Advisor, Corinthian Wealth Management generates revenue through advisory fees. The firm emphasizes fee-transparent services, suggesting either a fee-only or fee-based advisory model where clients pay for financial planning and investment advisory services rather than commissions on product sales.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Corinthian Wealth Management is a fee-based Registered Investment Advisor providing personalized financial planning and investment advisory services to individuals and families. The firm delivers five integrated service pillars: Investment Planning, Estate Planning, Risk Management, Retirement Planning, and Tax Planning, designed to analyze all aspects of a client's financial life and build comprehensive strategies. It also offers a Financial Wellness Self-Assessment Wheel as an initial engagement tool to help prospective clients understand their current financial situation.

Product overview

Corinthian Wealth Management offers a full-service financial planning and investment advisory platform serving individuals and families in Silicon Valley. The core offering consists of five integrated service pillars: Investment Planning, Estate Planning, Risk Management, Retirement Planning, and Tax Planning. These services are designed to work collaboratively, analyzing all aspects of clients' financial lives to build comprehensive strategies focused on achieving desired lifestyles. The firm provides a Financial Wellness Self-Assessment Wheel as an initial engagement tool to help clients understand their current financial situation before entering into ongoing advisory relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning Strategic investment management services focused on developing a financial strategy aligned with clients' lifestyle goals, analyzing all aspects of clients' financial lives and building tailored investment portfolios for individuals and families.
• Estate Planning Comprehensive estate planning services including wills, power of attorney, advanced healthcare directives, and revocable living trusts to preserve and transfer wealth to families and loved ones.
• Risk Management Risk assessment and management services to identify, evaluate, and mitigate financial risks while protecting clients' assets through appropriate insurance coverage and protective strategies.
• Retirement Planning

Segments1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the US, offering comprehensive financial planning, investment management, and retirement services to individuals and families. Directly comparable as a fee-based, planning-led RIA serving mass-affluent and HNW households, but at vastly greater scale.
• Personal Capital (Empower Personal Dashboard): Hybrid digital wealth management and RIA combining proprietary technology tools with human advisory services for mass-affluent and HNW investors. Comparable target customer (tech-savvy mass-affluent households) and integrated planning-and-investing model, though far larger and tech-enabled.
• Carson Group: Large RIA platform and partnership network serving individual investors through affiliated advisors. Represents the scaled, technology-and-back-office-supported model that boutique RIAs increasingly either join or compete against.
• Focus Financial Partners: Leading RIA aggregator partnering with high-quality independent wealth management firms. Relevant both as a potential acquirer/partner for boutique RIAs and as the dominant scaled competitor consolidating the space Corinthian competes in.
• Fisher Investments: Large independent investment management and financial planning firm primarily serving HNW individuals and families. Comparable target market (mass-affluent and HNW households) and investment-led advisory offering, but at significantly larger scale.
• Northwestern Mutual (wealth advisory arm): Large-scale financial services firm offering investment advisory, retirement, and estate planning to individuals and families. Comparable comprehensive planning scope, though operates through a hybrid advisor-rep model rather than fee-only RIA structure.

Direct peers

• Facet Wealth: Tech-enabled, fee-only RIA providing comprehensive financial planning to mass-affluent and HNW individuals nationwide. Closest comparable in terms of fee-transparent, planning-led model, though with a digital-first delivery approach Corinthian lacks.
• Ritholtz Wealth Management: Boutique fee-only RIA providing investment management and financial planning to individuals and families. Comparable boutique scale, fiduciary fee-only model, and content-driven brand building, particularly relevant for benchmarking advisory-led client experience.
• Halbert Hargrove Global Advisors: Long-standing boutique RIA providing fee-based wealth management, financial planning, and tax services to HNW individuals and families. Comparable boutique positioning, comprehensive planning scope, and multi-generational client focus.
• Wescott Financial Advisory Firm: Boutique fee-only RIA offering financial planning, investment management, and tax services to individuals and families. Comparable boutique structure, integrated planning services, and fiduciary positioning in a similar-sized peer set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CorinthianWealth
• LinkedInlinkedin.com/company/corinthian-wealth-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corinthian Wealth Management