North Capital offers technology-based investment solutions to broker-dealers, banks, fund managers, funding platforms, and private issuers who wish to access private investment markets.
Our flagship product TransactAPI can be quickly and easily integrated with proprietary platforms, or our Marketplace as a Service, and saving development time and money.
PRIME BROKERAGE SERVICES
REGULATORY DUE DILIGENCE
North Capital Private Securities is a registered broker dealer focused on the marketing and distribution of private funds and the securities of private companies to qualified investors, such as family offices, funds of fund, endowments, foundations, and pension funds.
Our principals have expertise in the origination, structuring, and marketing of private offerings, and we serve as your trusted advisor to manage your offering from start to finish.
North Capital is a fee-only investment advisory firm with offices located in:
• San Francisco, California
• Benicia, California
• McAllen, Texas
• Salt Lake City, Utah
Founded in 2008, North Capital provides financial planning, advisory services and discretionary investment management to individuals, families, businesses and non-profit institutions across the United States.