El Capitan Advisors, Inc.

A Registered Investment Advisory Company providing cash management and investment management services

General Information
Company Name
El Capitan Advisors, Inc.
Founded Year
2017
Location (Offices)
Santa Barbara, United States +1
Founders / Decision Makers
Number of Employees
1
Industries
Financial Services, Banking
Funding Stage
Series Unknown
Social Media

El Capitan Advisors, Inc. - Company Profile

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.

Taxonomy: Registered Investment Advisory, Cash Management, Investment Management, Off Balance Sheet, Financial Institutions, Family Office Support, Treasury Services, 401k Services, Escrow Services, Custody Services, Investment Banking, Compliance Standards, Fiduciary Services, International Capabilities

Funding Rounds & Investors of El Capitan Advisors, Inc. (1)

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Funding Stage Amount No. Investors Investors Date
Venture Round $1.00M - 10 Jul 2018

Latest News of El Capitan Advisors, Inc.

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No recent news or press coverage available for El Capitan Advisors, Inc..

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