Company Name

Industry

Location

Revenue

Employees

Alliance Wealth Strategies

Financial Services

United States, California

$1M to $5M

1-10

The Kocen Financial Group

Financial Services

United States, California

$1M to $5M

1-10

Pro Source Insurance Company

Insurance

United States, California

$1M to $5M

1-10

Gavigan & Co

Financial Services

United States, California

$1M to $5M

1-10

David E. Quan Insurance Agency

Insurance

United States, California

$1M to $5M

1-10

Ipex Insurance Services

Insurance

United States, California

$1M to $5M

1-10

Vopne Capital

Financial Services

United States, California

$1M to $5M

1-10

JOHN A. NEU INSURANCE SERVICES,

Insurance

United States, California

$1M to $5M

1-10

Nikssarian Insurance Services

Insurance

United States, California

$1M to $5M

1-10

Transformative Wealth Management

Financial Services

United States, California

$1M to $5M

1-10

Janes Capital Partners, an Oaklins member firm

Investment Banking

United States, California

$1M to $5M

1-10

Uren & Myers

Insurance

United States, California

$1M to $5M

1-10

Palo Alto Wealth Advisors

Investment Management

United States, California

$1M to $5M

1-10

DPH Financial Services

Insurance

United States, California

$1M to $5M

1-10

Commercial Surety Bond Agency

Insurance

United States, California

$1M to $5M

1-10

RADD

Financial Services

United States, California

$1M to $5M

1-10

Hermes Capital Advisors

Financial Services

United States, California

$1M to $5M

1-10

Samis Insurance Services

Insurance

United States, California

$1M to $5M

1-10

US Core Holdings Limited

Financial Services

United States, California

$1M to $5M

1-10

XL Benefit Insurance Services

Insurance

United States, California

$1M to $5M

1-10