WHO IS NORTH CAPITAL?

North Capital is the leading provider of prime brokerage and technology application services to power financial marketplaces.

MARKETPLACE SOLUTIONS

Technology

About Our Technology

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.

What are the benefits of using our technology?

Transaction Engine

Marketplace-as-a-Service

Mini-Platform

Fully Compliant

WordPress Compatible

Expands Distribution

Complete Customizability

Quick Turnaround

Easily Embeds

Prime Brokerage Services

Broker-Dealer
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.

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ADVISORY SERVICES

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North Capital Advisory
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.

MANAGED ASSETS

MogulREIT I

MogulREIT I is an online Real Estate Investment Trust ("REIT") designed for diversification, cash flow and equity appreciation.
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OUR TEAM

Jim Dowd

Jim Dowd

Founder & Managing Director

Stephanie Holt

Stephanie Holt

Chief Financial Officer

Mike Weaver

Michael T. Weaver, Jr.

Director of Private Funds

Linsey Harkness

Linsey Harkness

Director of Compliance

Grant Nelson

Richard “Grant” Nelson

Director of Origination

Sara Borazan

Sara Borazan

Director of Platforms

Minh Le

Associate - Origination & Due Diligence

Gaby Giacchino

Gaby Giacchino

Office Manager

Frances Harkins

Frances Harkins

CFP®, AIF®, MA

Daren Dearden

Director of Advisory Services

Danyell Bjornstad

Danyell Bjornstad

Office Administrator, Registered Paraplanner

Anton Prakash

Anton Prakash

Chief Technologist

Jessi Mills

Operations Professional - Designer