Foss & Company
Capital MarketsCalifornia, United States51-200 Employees
Foss & Company is a capital markets–focused institutional investment management firm that concentrates on tax credit investments offered by federal and state programs. Its primary clients are corporate investors seeking to optimize tax management and earnings while pursuing community reinvestment goals. The firm helps clients identify suitable tax credit opportunities and structure transactions to meet both short- and long-term objectives. Based in San Francisco, California, Foss & Company positions itself as a specialist in federal and state tax credit programs. The firm maintains a mid-sized team and operates in a market where access to tax-advantaged investments is central to client strategy. In September 2025, Foss & Company announced a refreshed brand identity, featuring an updated logo and a modernized visual system.