Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Nelson Capital Logo
Nelson Capital CB Rank
396500
Heat Score
89
Nelson Capital is an investment advisory firm that specializes in asset, wealth, portfolio management, equity analysis & financial services.
Founded
obfuscation
Private Menlo Park, California, United States1-10 www.nelsoncapitalmgmt.com/
Advice
Asset Management
Financial Services
Wealth Management
Overview

Nelson Capital
Heat Score
89

Growth Score
pts
in past quarter
Heat Score 89
19 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Nelson Capital

CB Rank
396500
Nelson Capital is an investment advisory firm that specializes in asset, wealth, portfolio management, equity analysis & financial services.
Founded
obfuscation
Private Menlo Park, California, United States1-10 www.nelsoncapitalmgmt.com/
Advice
Asset Management
Financial Services
Wealth Management

Details

Legal Name Nelson Capital Management, LLC
Also Known As Nelson Roberts Investment Advisors
Operating Status Active
Company Type For Profit
Phone Number +1-650-322-4000
Contact Email invest@nelsoncapitalmgmt.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News
Technology
View Tech Report

IT Spend

$118KThis year, Nelson Capital is projected to spend $118K on IT, according to Aberdeen.

Active Website Tech Count

9Nelson Capital is actively using 9 technologies for its website, according to BuiltWith. These include SPF, U.S. Server Location, and  YouTube.
Sub-Organizations
Frequently Asked Questions

Where is Nelson Capital's headquarters? Nelson Capital is located in Menlo Park, California, United States.Who are Nelson Capital's competitors? Alternatives and possible competitors to Nelson Capital may include Creative Planning, Charles Schwab, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(be4ac66 1)
|