El Capitan Advisors, Inc. is a Registered Investment Advisory Company founded in 2017. The company specializes in providing cash management and investment management services to various clients including financial institutions, business owners, investors, Funds, and private equity. El Capitan Advisors distinguishes itself by offering no limitations on the size of deposits, no deposit caps, and an unlimited number of individual accounts per financial institution or individual client. This unique approach sets them apart in the Financial Services and Banking industries. El Capitan Advisors caters to the diverse needs of its clients by offering Off Balance Sheet sweep services and access to a wide partner network which includes treasury services, 401k, escrow, trust, custody, trading, Fund services, and investment banking. They have a strong presence across all 50 states of the United States and also boast international capabilities, making them a promising player in the global financial market. In terms of investments, El Capitan Advisors secured a significant $1.00M Venture Round investment on 10 July 2018, signifying investor confidence in the company's potential for growth. Although the specific investors involved in this round are not mentioned, this investment is a key indication of external support and validation for El Capitan Advisors' business model and services. Overall, El Capitan Advisors, Inc. presents a compelling opportunity for potential investors in the venture capital space, offering a range of innovative financial solutions and demonstrating impressive growth through its recent investment round.
Funding Stage | Amount | No. Investors | Investors | Date |
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Venture Round | $1.00M | - | 10 Jul 2018 |
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