Each client is unique. One-size-fits-all and same old approaches will never help your organization reach its full potential. We deliver custom solutions, tailored to you--your focus, your culture, your one-of-a-kind challenges.

who we are


our Founder

we combine Innovation with a unique and customized approach for each and every client.

We bring a fresh perspective.  Our approach to solutions is collaborative, whether providing a comprehensive solution or working on a specific initiative.  Our value add comes from our deep financial expertise, extensive experience working with enterprising clients and insights from our dynamic network of like-minded professionals.

Leveraging Innovation to grow capital

our approach

Carole K. Crawford, CFA has partnered with UHNW individuals, family offices and high growth organizations for over 20 years.  She has extensive expertise in investment management, business development, venture investing and fintech.  Prior to fincap360 she built a successful wealth management practice at Morgan Stanley, in addition to leading branch wide business development for alternative investments and SMAs for two of the largest offices of the firm.

      

She has worked with a variety of entities as a strategic CFO consultant, and through the years has counseled the White House, Congress and other political leaders on initiatives related to entrepreneurship and financial services. 


Carole is a CFA charterholder, obtaining the highest set of credentials in the global investment management industry.  She completed the Certified Investment Management Analyst program at The Wharton School Executive Education and graduated from the University of Michigan with a Bachelor of Arts degree in Economics.