Global Financial Services

A global financial services and fintech advisory platform for institutional clients, hedge funds, private equity, family office / multifamily office, casinos, Tribal Nations, fintech, governments, international clients, and high net worth investors.

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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.

  • Superior Money Market Yields with same day liquidity
  • Global banking and financial services strategic partnerships
  • Clients are able to access our core banking partners' $36 trillion plus balance sheet
  • Full FX/currency
  • Access to our affiliated broker dealer offering full custody and execution services
  • Employees in all US time zones plus Casablanca, Morocco
  • Employees fluent in English, Spanish, Arabic, and French


Assets Under Management


Individual Clients


Financial Institutional Clients