Lavelle Link

Headquartered in San Francisco, Lavelle Capital is a private investment firm that advises a select group of technology company founders and family offices. We are a trusted advisor and thought partner, facilitating meaningful strategic relationships across investment opportunities, family governance and global impact. Lavelle Link is a secure, private, and compliant one-stop solution for Lavelle’s clients and investors to manage the various components of their financial lives. Users can utilize Link to engage with their service team, review their financial portfolios, exchange documents, and keep track of outstanding tasks - all from the convenience of their mobile device.