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Wealth CAP for Fund Companies

Why Partner with Wealth CAP


  • Access to the 401k market
  • Fund exposure on our platform
  • Investment through advisor sales
  • Attract new advisors

Key Relationships


  • Custodian: Equity Advisor Solutions
  • Clearing: COR Clearing

Partner with Wealth CAP!

  • Promote to advisors
  • Advisors sell to clients
  • Clients become truly diversified
  • We all win!

Freedom to invest where you want in alternative, safe, and traditional investments with
self-directed option.
To learn more call us today at (512) 730-0871.