# Freestone Capital
> Freestone Capital is an integrated wealth services firm offering comprehensive financial planning, investment management (traditional & alternatives), estate planning, tax planning, insurance & asset protection, and philanthropy services. The firm emphasizes a client-centric approach, transparent communication, streamlined technology, and over 25 years of experience, aiming to provide clients peace of mind. It is 100% employee-owned and has received numerous industry awards.
- URL: https://optimly.ai/brand/freestone-capital
- Logo: https://logo.clearbit.com/freestonecapital.com
- Slug: freestone-capital
- BAI Score: 37/100
- Archetype: Incumbent
- Category: Financial Services
- Last Analyzed: August 9, 2026
## Buyer Intent Signals
Problems: Self-directed Investing & DIY Financial Planning: Individuals manage their own investments through brokerage accounts and conduct their own financial planning using online resources or software, witho | Independent Financial Advisor (Non-Integrated): Engaging a traditional financial advisor for investment management or a specialist for a single area (e.g., a tax accountant for tax planning, an estate | Financial Inaction: Delaying or avoiding professional financial planning, investment management, or wealth protection strategies, leading to potential missed opportunities or financial risks.
Solutions: wealth management San Francisco | integrated financial planning services | employee owned wealth management firm | estate planning services | Freestone Capital reviews | Robo-Advisors and Financial Planning Software: Utilizing automated investment platforms like Betterment or Wealthfront for portfolio management, or personal finance software like Personal Capital for 
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## Full Details / RAG Data
### Overview
Freestone Capital is listed in the AI Directory.
Freestone Capital is an integrated wealth services firm offering comprehensive financial planning, investment management (traditional & alternatives), estate planning, tax planning, insurance & asset protection, and philanthropy services. The firm emphasizes a client-centric approach, transparent communication, streamlined technology, and over 25 years of experience, aiming to provide clients peace of mind. It is 100% employee-owned and has received numerous industry awards.
### Metadata
| Field        | Value |
|--------------|-------|
| Name         | Freestone Capital |
| Slug         | freestone-capital |
| URL          | https://optimly.ai/brand/freestone-capital |
| Logo         | https://logo.clearbit.com/freestonecapital.com |
| BAI Score    | 37/100 |
| Archetype    | Incumbent |
| Category     | Financial Services |
| Last Analyzed | August 9, 2026 |
| Last Updated | 2026-08-10T08:15:58.786Z |
### Verified Facts
- Founded: 1998
- Headquarters: San Francisco, CA
### Buyer Intent Signals
#### Problems this brand solves
- Self-directed Investing & DIY Financial Planning: Individuals manage their own investments through brokerage accounts and conduct their own financial planning using online resources or software, witho
- Independent Financial Advisor (Non-Integrated): Engaging a traditional financial advisor for investment management or a specialist for a single area (e.g., a tax accountant for tax planning, an estate
- Financial Inaction: Delaying or avoiding professional financial planning, investment management, or wealth protection strategies, leading to potential missed opportunities or financial risks.
#### Buyers search for
- wealth management San Francisco
- integrated financial planning services
- employee owned wealth management firm
- estate planning services
- Freestone Capital reviews
- Robo-Advisors and Financial Planning Software: Utilizing automated investment platforms like Betterment or Wealthfront for portfolio management, or personal finance software like Personal Capital for 
### Links
- Canonical page: https://optimly.ai/brand/freestone-capital
- JSON endpoint: /brand/freestone-capital.json
- LLMs.txt: /brand/freestone-capital/llms.txt