Recent Expansions North Capital has expanded its offerings by launching transaction platforms like Transact Cloud and Alternative Trading System (ATS) PPEX, creating sales opportunities for professional intermediaries and secondary trading markets.

Key Personnel The hiring of Katy Forbes as Chief Investment Officer showcases North Capital's commitment to strengthening its leadership team, potentially opening avenues for strategic partnerships and upscale client engagements.

Financial Services Innovation North Capital's provision of comprehensive solutions for private and exempt securities transactions, including tokenized securities, through regulatory technology and fee-only advisory services, offers unique sales propositions for individuals, families, and institutions seeking personalized financial services.

Market Trend Adoption By launching evisor.com, a free financial planning platform, North Capital has tapped into the growing trend of online financial planning services, presenting sales opportunities to target individual investors looking for accessible financial advice.

Competitive Positioning North Capital's custody solutions for funding platforms and introducing brokers indicate a strong competitive position in the market, presenting sales prospects for companies seeking reliable custody services and technology-driven solutions for securities offerings.