Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Craig Goos | M | - |
North Capital, Inc.
 North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions.
North Capital Investment Technology, Inc.
 North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | 7 years |
| Amanda M. Steinberg | F | - |
Worth Financial Management LLC
 Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | - |
| Karen Fleck | F | 41 |
North Capital Funds Trust
 North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | 5 years |
| Nivine F. Richie | F | 61 |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | 5 years |
| David Wieder | M | 58 |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | 5 years |
| Stephanie Holt | F | 59 |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT.
North Capital Investment Technology, Inc.
North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | 12 years |
| Michael T. Weaver | M | - |
North Capital, Inc.
North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | - |
| Mark R. Censits | M | - |
Worth Financial Management LLC
Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | - |
| Dina Mohammed Abdul Hamid Shoman | F | 44 |
Worth Financial Management LLC
Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | - |
| Rhonda Davis | F | 56 |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | 5 years |
| Michael Weaver | M | 42 |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | 5 years |
| Sigward Moser | M | - |
Worth Financial Management LLC
Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Vignesh Murali | M | - |
North Capital, Inc.
North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 13 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jim Dowd
- Personal Network
