Global Financial Services

A global financial services and fintech advisory firm for financial institutions and their clients.

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The evolution of financial services.

El Capitan Advisors is a SEC-registered investment advisor—fintech—treasury management company supporting the balance sheet, treasury management, and investment advisory needs of our clients domestic and international.

  • Clients are able to access our core bank's combined $3.2 trillion balance sheet
  • Financial institutions are able to reduce their overall balance sheet constraints and concentration risk by housing funds on El Capitan's bank's balance sheet
  • We provide superior money market yields
  • Access to our domestic and global banking / global financial services
  • 24/7 global fund movement and payments


Assets Under Management


Individual Clients


Financial Institutional Clients