West Coast Financial
Santa Barbara
Investment thesis
West Coast Financial is a wealth management and financial planning firm based in Santa Barbara, California, serving individuals, families, trusts, and businesses. Founded in 2018, the firm also manages a series of investment funds, including several real estate vehicles and an opportunity-zone fund. It merged with Cerity Partners in April 2025.
What they invest in
from 1 of 1 portfolio companiesFintech ×1
HQs:United States×1
Investments · 1 tracked
founders shown can be your intro pathCerity Partners provides investment management and wealth advisory services to individuals and families, offering full portfolio management, coordination with existing advisors, or advisory guidance.
Fintech
Jessica Farrell(Partner)Kurt Miscinski(CEO & President)
Co-investorsGenstarLightyearW Capital PartnersWarburg Pincus
Portfolio news
latest coverage across their companies
Cerity Partners · finance.yahoo.com · Aug 19, 2026
Frequently asked questions
- What sectors does West Coast Financial focus on?
- West Coast Financial focuses on PropTech.
- Where is West Coast Financial located?
- West Coast Financial is headquartered in Santa Barbara, US.
- Who does West Coast Financial co-invest with?
- West Coast Financial most often shares deals with Cerity Partners Ventures, Genstar, Lightyear, among 5 tracked co-investors.
Media · Podcasts & interviews
from their channelMay 2026 Economic and Market Outlook
Cerity Partners
June 2026 Economic and Market Outlook
Cerity Partners
March 2026 Economic and Market Outlook
Cerity Partners
April 2026 Economic and Market Outlook
Cerity Partners
February 2026 Economic and Market Outlook
Cerity Partners
Managing Your Q1 Tax Gap: Strategies for Executives
Cerity Partners
Images
Similar investors
Blume Ventures is a seed and pre-Series A investment firm headquartered in Mumbai that focuses on early-stage companies in India.
Channel 4 Ventures is the corporate venture investment arm associated with Channel 4, backing consumer-facing brands and technology companies primarily in the UK and Europe.
Correlation Ventures is a venture capital firm that emphasizes a fast, data-driven investment process, using a large VC dataset and its network to support startups.
DCM Ventures is an early-stage venture capital firm that leads rounds and partners with a small number of companies each year, backing innovative founders with a global, cross-border team.
Daphni is a venture capital firm investing in early-stage European startups across multiple sectors. The firm focuses on companies with European origins that pursue international growth opportunities.