Insights

Affiliation & Quality As a boutique registered investment advisor owned by a major global firm, EFG Capital Advisors emphasizes personalized, high-quality wealth management, presenting opportunities for premium financial technology solutions and compliance services tailored to boutique and institutional clients.

Client Relationships Long-standing client and staff relationships since 1981 suggest a loyal client base and stable revenue streams, highlighting potential value for relationship management platforms and client engagement tools to enhance retention and cross-selling.

Niche Market Focus Specializing in managing volatility within specific risk profiles and operating as a multi-family office, the firm could benefit from advanced risk management software, advanced analytics, and personalized advisory technology solutions.

Growth Potential With annual revenue between 1 million and 10 million and growth rooted in reputation and longevity, there are opportunities to introduce scalable investment management solutions and digital onboarding services to support future expansion.

Operational Tech Stack Utilizing common digital tools like Google Fonts, Font Awesome, and analytics indicates openness to adopting innovative digital marketing and client engagement platforms to enhance visibility and service delivery.

EFG Capital Advisors, Inc. Tech Stack

EFG Capital Advisors, Inc. uses 5 technology products and services including Google Fonts API, Font Awesome, Moment.js, and more. Explore EFG Capital Advisors, Inc.'s tech stack below.

  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Moment.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics

Media & News

EFG Capital Advisors, Inc.'s Email Address Formats

EFG Capital Advisors, Inc. uses at least 2 format(s):
EFG Capital Advisors, Inc. Email FormatsExamplePercentage
First.Last@efgcapital.comJohn.Doe@efgcapital.com
86%
Last@efgcapital.comDoe@efgcapital.com
7%
First.Middle@efgcapital.comJohn.Michael@efgcapital.com
4%
Last.First@efgcapital.comDoe.John@efgcapital.com
1%
FLast@efgcapital.comJDoe@efgcapital.com
1%
First.MiddleLast@efgcapital.comJohn.MichaelDoe@efgcapital.com
1%
First.Last@efgcapitaladvisors.comJohn.Doe@efgcapitaladvisors.com
83%
FLast@efgcapitaladvisors.comJDoe@efgcapitaladvisors.com
17%

Frequently Asked Questions

Where is EFG Capital Advisors, Inc.'s headquarters located?

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EFG Capital Advisors, Inc.'s main headquarters is located at 701 Brickell Avenue Suite 1350 Miami, Florida 33131 United States. The company has employees across 2 continents, including North AmericaEurope.

What is EFG Capital Advisors, Inc.'s phone number?

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You can contact EFG Capital Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EFG Capital Advisors, Inc.'s official website and social media links?

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EFG Capital Advisors, Inc.'s official website is efgcapitaladvisors.com and has social profiles on LinkedIn.

What is EFG Capital Advisors, Inc.'s SIC code NAICS code?

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EFG Capital Advisors, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does EFG Capital Advisors, Inc. have currently?

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As of February 2026, EFG Capital Advisors, Inc. has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include President: E. J.Portfolio Manager: M. V.Member Of The Board: P. P.. Explore EFG Capital Advisors, Inc.'s employee directory with LeadIQ.

What industry does EFG Capital Advisors, Inc. belong to?

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EFG Capital Advisors, Inc. operates in the Investment Management industry.

What technology does EFG Capital Advisors, Inc. use?

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EFG Capital Advisors, Inc.'s tech stack includes Google Fonts APIFont AwesomeMoment.jsjQueryGoogle Analytics.

What is EFG Capital Advisors, Inc.'s email format?

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EFG Capital Advisors, Inc.'s email format typically follows the pattern of First.Last@efgcapital.com. Find more EFG Capital Advisors, Inc. email formats with LeadIQ.

EFG Capital Advisors, Inc.

Investment ManagementFlorida, United States11-50 Employees

EFG Capital Advisors, Inc. is a boutique Registered Investment Advisor (RIA) and fully owned subsidiary of EFG International, a global private banking and investment management firm based in Zurich, Switzerland. It was originally founded in 1981 as PRS Group and was renamed in 2013. As an investment manager, we aim to meet our clients' investment objectives with an emphasis on managing volatility within a specific risk profile. For many of our clients, we also operates as a multi-family office. We recognize that our family office clients want and need the peace of mind that comes from a dedicated, responsive advisor. The core of EFG Capital Advisors' commitment to our family office clients is our attention to coordinating with their other professional advisors, including legal counsel, accountants, insurance professionals or other trusted confidantes. We have affiliated companies, EFG Investment Services, Inc. and EFG Investment Services (Cayman), Ltd., that serve as a mutual fund administrator for our family office clients and external institutional clients. We also pride ourselves on the longevity of our staff and our client relationships, and see them as the primary reason for our long term and sustained growth. Many of our clients and key team members have been with us since we opened our doors in 1981. It’s a distinction that sets us apart in our industry and a primary reason clients trust and remain with our firm from generation to generation.

Section iconCompany Overview

Headquarters
701 Brickell Avenue Suite 1350 Miami, Florida 33131 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    EFG Capital Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    EFG Capital Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

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