A Modern Financial Approach For An Evolving World.


About Modern Capital

Modern Capital is a technology focused American investment institution that provides a wide range of financial services to a substantial and diversified client base, including corporations, financial institutions, governments and individuals. With decades of deep knowledge, our financial leaders turn vision to reality with a decidedly modern approach to finance.


What We Do


Broker Dealer

Provide an integrated platform of back-office support, compliance services, market, and custodial access to facilitate brokerage and capital markets activities, transactions and direct business products


Asset Management

Differentiated investment funds to support thoughtful and contemporary portfolios. From our fund family and actively managed model solutions to helping advisors create their own, we employ a flexible multi-faceted approach to managing wealth



Fee-based only advisors will be able to custody, transact and support their advisory practices through our extensive custodial partners and seamless integration of portfolio management, financial planning, bespoke models, and estate planning services



Provide an integrated platform of best-in-class technology vendors to our brokers and advisors which can boost operational efficiency, enhance client communication, reporting, track business growth and optimize investment strategies


The freedom of a boutique financial institution with big-firm levels of support.


From investment banking and credit, to venture capital, IPOs and beyond.


Work With Modern Capital

Contribute your expertise to our collective vision, where we invest in bright, promising individuals and institutions with capital, connections, technologies, knowledge and innovation.


True financial sustainability transcends social issues, market volatility, and unsustainable alpha. Meet the retail financial solutions that are innovatively and technologically driven by a cohesive ecosystem of research, platform, products and people.


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