Strategic partners

Trusted by the chapter.

EOSV partners with select organizations that earn their place in the room — granting exclusive access to our founder network in exchange for genuine value to chapter members.

Vetted by the board

Every partner is reviewed and approved by the EOSV board before being given access to the chapter network.

Real value, not sponsorship

Partners earn their seat by delivering tangible benefit to members — not just writing a check.

Exclusive chapter access

Partners get direct, relationship-level access to EOSV founders that no ad buy or conference booth provides.

Wealthrive
Wealth management

Wealthrive

Built for entrepreneurs who are serious about what happens after the exit.

Wealthrive delivers integrated wealth advisory for founders — covering tax strategy, exit planning, estate structuring, and investment management under one roof. Most advisors are great at one of those. Wealthrive specializes in making them work together.

Noah B. Rosenfarb Founder, Wealthrive wealthrive.com noah@wealthrive.com
Altos Bank
Banking

Altos Bank

Relationship-driven banking for the Valley’s founder community.

Altos Bank is a community bank built around the needs of Silicon Valley entrepreneurs — not retail depositors. Expect a banker who knows your name, understands your business, and can move as fast as you do.

Max Cote Founder, Altos Bank altosbank.com max.cote@altosbank.com
LedgerFi
Finance & Accounting

LedgerFi

The power of an entire financial team for the cost of a single bookkeeper.

LedgerFi gives founder-led companies access to a full financial function — bookkeeping, controller, fractional CFO — at a price point that makes sense long before you can afford a full-time hire. Built by operators who’ve been in your seat.

Chris Selim & Nathan Hodgens CEO & COO, LedgerFi ledgerfi.co
Freedom Family Office
Family office & tax planning

Freedom Family Office

Tax-first family office planning for entrepreneurs building generational wealth.

Freedom Family Office integrates tax strategy, investment management, exit planning, and legacy structuring for founders who have already built significant wealth — or who are about to. Founded by Noah Rosenfarb, who has guided dozens of founders through liquidity events.

Noah B. Rosenfarb Founder, Freedom Family Office freedomfamilyoffice.com noah@freedomfamilyoffice.com
Flagstar Private Bank
Private Banking

Flagstar Private Bank

Private banking built around you, your family, and your business.

Flagstar Private Bank offers tailored banking, lending, and wealth solutions built around you, your family, and your business. Their private banking practice is organized around one central tenet: to provide a meaningful partnership that serves each client’s priorities.

Matthew Bailey
Business Operating System

Matthew Bailey

Helping ambitious entrepreneurs solve root issues, align teams, and build accountable systems that drive lasting results.

Matthew is a former Army aerospace engineer turned entrepreneur. He built and scaled one of the largest vacant land investment companies in the U.S., and he has personally operated from both the Visionary and Integrator seats.

He brings deep experience with DISC, PI, Working Genius, and LCP360, and he is a former Eagle Scout, collegiate track captain, and experimental helicopter researcher.

Prolevity
Technology & Digital

Prolevity

We take founder-led businesses from zero to one, then keep them running.

Prolevity builds decks, websites, and operational software for founder-led companies at any stage. James Goudy has spent twenty-five years designing software, from Charles Schwab and the U.S. Air Force to airports and agriculture, usually in industries that were new to him.

We put AI to work where it helps, with a person accountable for every result. We designed and built eosv.org and keep it running as the chapter’s technology partner.

James Goudy Founder, Prolevity prolevity.ai james@prolevity.ai
Become a partner

Earn your seat in the room.

EOSV strategic partnerships are not sponsorships. We work with a small number of organizations who offer real value to founder-CEOs and who want a genuine relationship with the chapter — not a logo placement.

What you get

Direct relationships with 67 Bay Area founder-CEOs, chapter event access, and an introduction to the full EO global network.

What we expect

Demonstrated value to members, board approval, and a commitment to a partnership rather than a transactional arrangement.

Partnership inquiry

    We respond within 5 business days