About Us

GrandAsset Capital. Built for the future generation of investors

We believe that access to financial growth should be both strategic and inclusive. From tailored portfolios for high-net-worth individuals to scalable funding options for startups, we deliver solutions that combine deep market insight with innovation. Our approach balances long-term wealth preservation with bold opportunities in emerging markets, private equity, real estate, and fintech.

With a commitment to transparency, performance, and partnership, we guide our clients through every phase of the investment journey—whether you're building generational wealth or scaling a business that changes the world. Our team of experts is dedicated to providing personalized service, cutting-edge technology, and a global perspective that empowers you to make informed decisions. At GrandAsset Capital, we are not just investors; we are your partners in growth.

Our Progress

From launch to a growing portfolio, we’ve steadily delivered results and expanded our reach.

Year Of Expertise

Our team brings years of hands-on experience across global financial markets and asset classes.

Chat Us

+1 (561) 528-3684

Global Management

Cross-border investment insights and portfolio oversight for globally minded clients and institutions.

Corporate Banking

Capital solutions, treasury services, and financial infrastructure to power corporate growth and resilience.

Asset Management

Actively managed portfolios built to preserve wealth, generate returns, and adapt to market dynamics.

Investment Bank

Advisory and deal-making expertise for mergers, acquisitions, fundraising, and strategic transactions.

James Whitman

Chief Executive Officer

James is a veteran finance executive with over 18 years in investment banking, corporate strategy, and portfolio management. He has led large-scale financial operations and multi-market investment initiatives across North America and beyond.

Daniel Brooks

Managing Partner, Corporate Banking

Daniel brings more than 15 years of expertise in corporate banking and institutional finance. He has advised Fortune 500 companies on liquidity management, debt structuring, and business expansion financing.

Michael Carter

Head of Investment Strategy

Michael is an accomplished strategist with over a decade of experience in global markets and portfolio optimization. His data-driven approach supports clients in navigating market volatility and achieving long-term growth.

Emma Harper

Director of Wealth Advisory

Emma has spent the past 12 years helping individuals and families protect and expand their wealth through tailored advisory, estate planning, and generational transfer strategies. Her client-first mindset makes her a trusted advisor to many.

GrandAsset

GrandAsset Capital is a modern investment and wealth management firm committed to delivering intelligent financial solutions for individuals, families, and institutions worldwide.

Contact Info

40 Wall Street, 28th Floor, New York, NY 10005, United States

info@grandassetcapital.com