What departments does Citrine Capital have?

Citrine Capital has employees across 2 departments including Finance, Operations.

What is the largest department at Citrine Capital?

The largest department at Citrine Capital is Finance with 1 employees.

Where are Citrine Capital employees located globally?

Citrine Capital has employees across 1 continents and 1 countries including United States Of America.

How has Citrine Capital's team size changed over time?

Citrine Capital's team has grown from approximately 6 to 9 employees based on available data.

Citrine Capital Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Citrine Capital is a boutique financial services firm based in San Francisco, California, offering wealth management and advisory services to help families and professionals organize their finances, manage investments, and make prudent financial decisions. The firm emphasizes asset protection and planning for tax mitigation and resilience in the event of loss or hardship, aiming to support clients across their financial lives. As a registered investment advisor with the Securities and Exchange Commission, Citrine Capital operates through its California-registered advisory arm and presents information for informational purposes. The organization serves a client base seeking personalized investment guidance and financial organization, positioning itself within the broader wealth management sector as a small-to-mid sized practice focused on tailored, comprehensive financial planning. A notable recent development involves a regional investment for a Singapore-based healthtech startup, reflecting the firm's engagement in supporting growth opportunities beyond its immediate locale.

Citrine Capital Global Highlights

North America
9

United States Of America
9

Citrine Capital's Leadership

J. K.
Certified Financial Planner™, Co-Founder
Mobile Phone
Email
R. S.
Managing Director
Mobile Phone
Email
M. A.
Operations/Marketing
Mobile Phone
Email

Citrine Capital Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Accounting
Administrative
Analytics
Other

Contact profiles from Citrine Capital

Name

Title

Contact

Location

Last Update

J. K.
Certified Financial Planner™, Co-Founder
Mobile Phone
Email
Bay
Apr 14, 2026
R. S.
Managing Director
Mobile Phone
Email
Oct 22, 2024
M. A.
Operations/Marketing
Mobile Phone
Email
Mar 25, 2026

Frequently Asked Questions

What is Citrine Capital known for?

Citrine Capital was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-494-****

. Explore Citrine Capital's company overview page for more information.

What is Citrine Capital's most common email format?

Citrine Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Citrine Capital email formats with LeadIQ.

How many employees does Citrine Capital have currently?

Citrine Capital has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Citrine Capital's key employees and leadership?

As of August 2026, Citrine Capital's key employees include:

Certified Financial Planner™, Co-Founder: J. K.
Managing Director: R. S.
Operations/Marketing: M. A.

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Citrine Capital Employee Directory

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