Wednesday, January 28, 2026 - 03:00 PM - 04:00 PM, PST
Please join us for the Alpha Network’s Sip & Strategize: Wealth Planning Virtual Session on Wednesday, January 28th at 3:00pm PT/6:00pm ET. We will bring together a group of founders for an insightful virtual discussion and live Q&A with Tony Stais and Jeff Bergholt, Managing Directors at TWP Private Wealth Management, a division of Stifel. Ahead of the session, we’ll send all confirmed attendees a curated wine or non-alcoholic beverage to enjoy during the discussion.
Stifel is a diversified global wealth management, investment bank, and commercial banking company. Our Venture Banking group provides commercial banking and debt capital financing solutions to venture capital-backed technology companies and their investors. Committed to supporting the innovation community, our entrepreneurial culture and long-term vision make Stifel Bank the right banking partner for Founders and Companies.
Crosslink Capital is a leading early-stage investor based in the San Francisco Bay Area investing in emerging growth companies since 1989. They are a proven team of early stage business builders investing out of their ninth fund ($350M). Crosslink partners with ambitious entrepreneurs who are reshaping massive markets with disruptive technology.
Airwallex is a leading financial platform building the future of global banking for modern businesses. By combining proprietary infrastructure with software and AI, Airwallex is reimagining how businesses manage accounts, access capital, control spend, and embed financial services.
True is a global talent management platform renowned for executive search excellence. The sixth largest in its industry, True leverages 10+ years of industry data, market insights, and talent lifecycle expertise to help companies make high-impact talent decisions quickly.
Burkland provides strategic financial services for venture-back startups to help them scale. They offer Fractional CFO, Startup Accounting & Bookkeeping, Tax Services, People Ops, and Financial Due Diligence.
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