Lauren Coalmer Email

Technology and Operations Associate . North Capital Private Securities

Salt Lake City, UT

Location

Current Roles

Employees:
31
Revenue:
$5.2M
About
North Capital group includes a financial technology company, registered broker-dealer, and registered investment advisor. We provide comprehensive solutions to transact private and exempt public securities, including tokenized securities, supporting issuers, funding platforms, and financial intermediaries. By offering broker-dealer services and regulatory technology North Capital streamlines the investor experience including automated Know Your Customer (KYC) and Anti-Money Laundering (AML), accreditation verification, suitability, and money movements. The North Capital team is experienced in transacting and providing regulatory support and escrow services for a broad range of private offerings offered under Regulation D, Regulation A+, Regulation CF, and Regulation S. Our fee-only advisory practice focuses on providing discretionary and non-discretionary investment advisory services, as a fiduciary, to individuals, families, and institutional clients. Learn more by visiting our website at https://www.northcapital.com/.
North Capital Private Securities Address
623 E Fort Union Blvd
Salt Lake City, UT
United States
North Capital Private Securities Email
North Capital Private Securities Phone Numbers
888-625-7768

Past Companies

North CapitalTechnology and Operations Associate
Lanham ServicesEDI Consultant

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