What is Intersect Capital?
Intersect Capital, now integrated with MAI Capital Management, operates as a dedicated financial advisory firm committed to a client-first philosophy. The company serves a diverse clientele, including individuals, families, athletes, entertainers, and institutions, by offering comprehensive wealth management, family office services, and retirement planning solutions. With a legacy spanning 50 years, Intersect Capital focuses on empowering its clients to effectively simplify, protect, and grow their wealth. The firm distinguishes itself by merging the agility of a boutique operation with the robust resources of an established industry leader, fostering a service experience characterized by diversity and authenticity.
How much funding has Intersect Capital raised?
Intersect Capital has raised a total of $77K across 1 funding round:
Debt
$77K
Debt (2025): $77K, investors not publicly disclosed
What's next for Intersect Capital?
The recent influx of substantial expansion capital positions Intersect Capital for strategic growth and enhanced service delivery. As a company operating at a significant Series B/C stage, this investment is likely earmarked for scaling operations, expanding its market reach, and potentially integrating advanced technological solutions to further refine its wealth management and financial advisory offerings. The firm's continued emphasis on a client-first approach, combined with its deep-rooted history and recent capital infusion, suggests a trajectory focused on solidifying its market position and delivering sustained value to its clientele.
See full Intersect Capital company page
