Enrich Finance LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 337784
- Registered since
- August 11, 2025
- Website
- www.enrichfinance.com
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Enrich Finance LLC is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2025. Ownership is individual, and the firm serves individual and family clients. It operates on a fixed-fee pricing model rather than percentage-of-assets or performance-based fees. FINTRX records indicate Enrich Finance does not identify as an active ESG investor, does not function as a capital allocator, and is not registered as a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Sameer Kalwani
CEO and Co-FounderCRD 5168466
Gary Button
Chief Technology OfficerCRD 8130179
Contacts
1 of 1Ramesh Kalwani
CRD 8130181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 2261 Market St
- Time zone
- PT (UTC-8)
- Office locations
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