In the midst of the unprecedented challenges of the Covid-19 pandemic, while the world seemed to stand still, a spark of innovation ignited the creation of WinCap Financial. The entrepreneurial vision was brought to life by our Founder & CEO, Michael Collins, who recognized a widening gap in the financial services industry- a gap where individual advisors and their clients often felt overlooked.
What began as a modest operation in Michael’s home has flourished into a rapidly growing firm, now headquartered in the heart of historic downtown Boston. By November 2021, Michael set out to establish a firm that not only prioritized organizational growth but also genuinely valued the unique aspirations of both advisors and their clients. Leveraging his extensive experience from prior industry roles, Michael meticulously crafted a cutting-edge technology stack that has since become crucial to the success of WinCap Financial, driving remarkable growth over the past three years.
Starting with approximately $30 million in assets under management, WinCap Financial has grown to oversee over $125 million in assets, supported by a dedicated team of four advisors as of the summer of 2024. This expansion is a testament to our unwavering commitment to personalized service and our core values of integrity, transparency, and innovation. We have evolved from a one-person operation into a comprehensive boutique advisory firm, building enduring relationships founded on trust and mutual respect.
At WinCap Financial, we believe that every client deserves a tailored approach to their portfolio- one that aligns perfectly with their unique investment goals and aspirations. Our clients can take comfort in knowing that they receive full support and personalized attention, ensuring their financial strategies are as unique as they are. While we benchmark against major indices, our expertise lies in selecting individual equities that have the potential to generate alpha within our clients’ portfolios. This distinctive approach has not only delivered exceptional results but has also attracted advisors who share our passion for personalized, intimate service
