About Us

Our Story

Family Capital was established in 1993. Over thirty-three years, we've built businesses, won 33 industry awards, and navigated every market condition imaginable — from fax machines to AI.

In that time, we've built four advisory businesses, two compliance networks, and three technology platforms. We've navigated the dot-com crash — a 40% drop in markets over three years that was not for the faint-hearted — the 2008 financial crisis, Brexit, COVID, and everything in between.

Through all of it, we've never relinquished our client relationships. Businesses are bought and sold, but our clients have stayed with us throughout. That's what matters most to us — and it's what sets us apart.

We've always built our own technology. Our latest — the Wealth Portal, our investment platform, and our compliance systems — because independence matters. That thinking runs through everything we do.

We value our independence. We value our clients. And after thirty-three years, we're still here — still privately owned, still growing strong, still doing it our way.

Family Capital's first industry award, March 2011

Our first win — the Money Marketing Awards, 2011. 32 more followed.

33 Years. 33 Awards.

From fax machines to artificial intelligence — explore the full story of how we got here.

View Our Timeline