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Trusted Advisor

Software and Services · San Jose, California

ITSoftware and Services
San Jose, California, United States8 employees$700,000 revenue
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Products & Services

ITSoftware and ServicesSoftware

About Trusted Advisor

Find verified fiduciary advisors on TFA: transparent reviews, track records, and clear standards. Compare advisors and connect for free. Trusted Advisor is a company employing 6-10 people, reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in San Jose, California, United States and operating in Software.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Trusted Advisor is one of 38,661 IT companies listed in California.

Business Contact Information

Phone
+1 (650) 2752536
Address
2530 Berryessa Rd, San Jose, California, 95132, United States

Industry & Classification

Industry
IT
Sector
Software and Services
Segment
Software
IndustryITSoftware and ServicesSoftware

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
8 (6-10)
Annual Revenue
$700,000 ($0M-$1M)

Trusted Advisor: frequently asked questions

What does Trusted Advisor do?

Find verified fiduciary advisors on TFA: transparent reviews, track records, and clear standards. Compare advisors and connect for free.

Where is Trusted Advisor located?

Trusted Advisor is headquartered at 2530 Berryessa Rd, San Jose, California, 95132, United States.

How many employees does Trusted Advisor have?

Trusted Advisor has about 8 employees (the 6-10 range).

What is Trusted Advisor's annual revenue?

Trusted Advisor's annual revenue is estimated at $700,000 (the $0M-$1M range).

What industry is Trusted Advisor in?

Trusted Advisor is in the IT / Software and Services industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Trusted Advisor?

Its website is trustedfinancialadvisor.org and its phone number is +1 (650) 2752536.

What companies are similar to Trusted Advisor?

Other large iT companies in California include JD.com, Salesforce Inc, Didi Chuxing Technology Co and Adobe Inc.

Largest it companies in California

Largest companies in California

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Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

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