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Worthique

Worthique is a fee-only fiduciary advisory firm that guides women and their families to take control of their financial future through education and...

Worthique

Worthique is a fee-only fiduciary advisory firm that guides women and their families to take control of their financial future through education and personalized strategies. As a Registered Investment Advisor, it is compensated solely by clients and does not earn commissions or sell products. The firm combines financial planning expertise with technology, offering remote or in-person meetings and an online portal for goals, investments, and tax scenarios.

General information

Firm type

RIA

Location

City

San Francisco

Principals

Gitanjali Kumar

Gitanjali Kumar created Worthique

Sector focus

LuxuryReal EstatePrivate Equity

Frequently asked questions

How does Worthique source proprietary deal flow?

Sourcing is relationship-driven and sector-deep. The principals maintain direct ties with luxury brand founders, estate owners, and specialized hospitality operators across Europe and North America. Transactions rarely surface in broad auctions; instead, deals emerge through long-standing personal networks, architect referrals, and quiet introductions from private banks that understand the office's highly specific mandate.

What investment geographies does Worthique target for real estate?

The office concentrates on gateway cities in Western Europe — notably London, Paris, and Geneva — alongside ultra-prime coastal locations in the French Riviera and select Caribbean islands. In North America, activity centers on New York, Los Angeles, and Aspen. The common thread across all markets is an enduring concentration of high-net-worth international buyers and seasonal visitor demand.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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