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© All Rights Reserved. ApplyBlast.com
FinStrat Management
A Family Office Investment Services Manager leads investment services delivery and directly manages capital for ultra-high-net-worth client families. This role requires a dual mandate of building institutional frameworks to oversee external advisors while simultaneously executing discretionary portfolio management. The position involves constructing model portfolios, generating performance reporting, and coordinating complex tax and risk strategies for multi-asset allocations.
Headquarters
San Francisco, California, United States
Company Size
11-50 employees
Founded
2017
FinStrat Management provides strategic finance, accounting, and advisory services for early-stage and investor-backed companies. Their offerings include CFO-led financial planning, fund accounting and administration, go-to-market and revenue operations advisory, and back-office outsourcing across HR, recruiting, and legal. Through FSM Ventures, they also provide equity capital to early-stage technology companies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for FinStrat Management.
FinStrat Management didn’t post a salary, so this is our estimate from similar listings.
7% below the average for this role
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