Saxe Capital

Financial Services • Roseville, California, United States • 1-10 Employees

Company overview

Headquarters	2999 Douglas Blvd, Roseville, California 95661, US
Phone number	+16692310200
Websites	saxecapital.com caprivatewealth.com
NAICS	52
Employees	1-10
Socials

Key Contact at Saxe Capital

Christian Ortez

Founder | Managing Director | Wealth Advisor

About Saxe Capital

Saxe Capital is a strategic wealth advisory firm for high-performing entrepreneurs who have outgrown conventional financial advice. We act as the Chief Wealth Officer for entrepreneurs and first-generation business owners who demand institutional-level coordination across their personal, financial, and business domains. Through our proprietary WealthSphere OS™ — The Entrepreneur’s Wealth Operating System, we transform fragmented financial decisions into an orchestrated wealth ecosystem designed to drive growth, liquidity, and enduring freedom. Every strategy we design — from tax planning to investment management, business scaling to succession planning — is engineered to enhance enterprise value, optimize after-tax outcomes, and preserve long-term legacy. Our mission is simple: to help accomplished entrepreneurs protect what they’ve built, reduce taxes, and build transferable enterprise value, creating a path to sustainable freedom beyond the business.

Saxe Capital revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding