Capital Gain Advisor

Connecting financial advisors to individual investors.

  • Stage Product In Development
  • Industry Financial Services
  • Location New York, NY, US
  • Currency USD
  • Founded October 2013
  • Employees 3
  • Website speakadvice.com

Company Summary

Capital Gain Advisor operates SpeakAdvice.com , which is an online and mobile platform for connecting registered financial advisors (RFAs) with individual investors. The service is free for the individual investor. Speak Advice will be an independent resource for individual investors to review a wide variety of RFAs that have been vetted by the Company. Speak Advice will provide a platform for the RFAs to reach potential clients.

Team

  • Juan Manuel Ramirez-Mondragon has deep knowledge of the financial markets learned from equity trading. He has successfully started several businesses, including a video marketing company in which he oversaw every aspect of production from client relations to budgeting to final product; and a business development company that served entrepreneurs with concept development and ongoing consultation throughout the process.

  • Brian Dowdall
    COO & CFO

    Brian Dowdall has nearly twenty years of experience in the New York finance community. He began his career and earned his CPA at Ernst and Young, before transitioning into investment banking at Salomon Brothers and Wit Capital. Building on his entrepreneurial experience at Wit Capital, Brian went on to leadership positions at two VC/PE backed growth companies (VP of Corporate Development at FerrousExchange and President of PixFusion).

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