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 — cash management company supporting the balance sheet, cash management, and investment advisory needs of domestic and international financial institutions, as well as their individual account holders.

  • Clients are able to access our core banks' combined $105+ billion balance sheet
  • Financial institutions are able to reduce their concentration risk and balance sheet constraints by having funds managed and overseen by our Off Balance Sheet capabilities
  • We provide superior money market yields
  • Access to our domestic and global banking / global financial services
  • 24/7 global fund movement and payments

$6B+

Assets Under Management

640+

Individual Clients

54

Financial Institutional Clients