About Intersect Capital
Intersect Capital is a company based in San Ramon (United States) founded in 1997. It operates as a B2B and B2C. Intersect Capital offers products and services including Wealth Management Services, Family Office Services, MAI Invest, and MAI Sports. Intersect Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter San Ramon, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website intersectcapitalllc.com
- Social LinkedIn X Facebook
- Legal Name Mai Capital Management, Llc
Products & Services of Intersect Capital
Intersect Capital offers a comprehensive portfolio of products and services, including Wealth Management Services, Family Office Services, MAI Invest, and MAI Sports.
Provides investment advice and planning for high-net-worth clients
Offers personalized financial solutions for families and athletes
Delivers services for advisors and institutional clients
Specializes in financial services for entertainers and athletes
Competitors of Intersect Capital
Intersect Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Intersect Capital
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Latest news on Intersect Capital
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Similar companies to Intersect Capital
10 companies that operate in the same segment as Intersect Capital (Single Family Offices), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified operations are conducted across multiple industries by LuLu Group. | 2000 | Abu Dhabi, Abu Dhabi, United Arab Emirates | USD 2 B | USD 65.77 M | – | |
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | – | – | 58 | |
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | – | – | – | |
Investments are directed by the Wallenberg family into Nordic sectors. | 1916 | Stockholm, Sweden | – | USD 9.09 B | 17,400 | |
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States | – | – | – | |
Venture capital is provided to Canadian tech and offline companies. | 1998 | Toronto, Ontario, Canada | – | – | – | |
Family office firm | 2013 | Rye, New York, United States | – | – | – | |
Venture capital firm | 2001 | London, England, United Kingdom | – | – | 7 | |
Industrial, real estate, and financial assets are invested in globally. | 1981 | Brilon, Nordrhein-westfalen, Germany | – | – | 36 | |
Family office focused on food industry | 1971 | Rheda-wiedenbruck, North Rhine-westphalia, Germany | – | – | – |
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Frequently Asked Questions about Intersect Capital
Intersect Capital was founded in 1997.
Intersect Capital is headquartered in San Ramon, United States. It is registered at San Ramon, California, United States.
MAI Capital Management is a registered investment adviser headquartered in Cleveland, Ohio, with offices nationwide. It delivers comprehensive wealth management and family office services to high-net-worth individuals, families, athletes, entertainers, and institutions. The firm focuses on personalized financial planning, partnerships for growth, and tailored solutions to help clients manage their assets and achieve long-term goals.
Intersect Capital's top competitors include Fidelity Investments, Investec and S&P Global.
Intersect Capital offers Wealth Management Services, Family Office Services, MAI Invest, and MAI Sports.
Intersect Capital operates through Mai Capital Management, Llc.