Broker-Dealer Services

A digital broker-dealer built for speed, scale & compliance

North Capital Private Securities is a technology-enabled broker-dealer registered in all 50 states. We support the full lifecycle of private securities offerings — from planning through close and reporting.

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10
Series 24 Principals
110+
Years Combined Experience
5,300+
Deals Reviewed
50
States Registered
Why North Capital

Built different from traditional broker-dealers

Seamless Onboarding

Licensing, registration, and deal review completed quickly. Compliance support every step of the way.

Quick Turnaround Times

Defined timelines at every stage so you can plan your raise with confidence. No surprises, no bottlenecks.

Deep Regulatory Expertise

All compliance supervisory personnel maintain FINRA Series 24 licenses. 110+ years of combined experience.

Private-Markets Focus

We've processed over 500,000 private-market transactions across 5,300 deals reviewed. Experts in Reg D 506(c) and 506(b).

Digital by Design

Automated deal submission, rep supervision, ad approval, and investor onboarding. Tech-enabled workflows from end to end.

Flexible Cost Structures

Flat-fee and percentage-based pricing available depending on your volume and needs.

How it works

From assessment to close

01
Assess & Scope

We learn about your business model, structure, and investor base — then guide you on the compliance requirements.

02
Prepare to Launch

Compliance reviews offering materials, subscription documents, marketing, and investor flows.

03
Go Live

Streamline investor verifications like KYC/AML, process payments, and deal closings via technology.

04
Monitor & Supervise

Ongoing oversight of investor communications, advertising reviews, and compliance checks.

05
Close & Report

Reconcile transactions, finalize recordkeeping, and provide post-close reporting and audit support.

Get in touch

Contact our broker-dealer team

Whether you're an issuer looking for a managing broker-dealer, an independent rep seeking sponsorship, or a platform needing compliance support — we're ready to help.

(888) 625-7768
623 E Fort Union Blvd, Suite 101, Midvale, UT 84047
Contact our broker-dealer team