Stone Tower Capital Group

What Stone Tower Capital Group does

Stone Tower Capital Group is a privately held, founder-owned boutique financial advisory firm headquartered in Brickell, Miami, that targets high-net-worth Latin American investors and entrepreneurs seeking exposure to US financial markets, real estate, and residency pathways. The firm operates as an independent intermediary with no captive broker-dealer or bank affiliation, generating revenue through advisory fees on investment structuring and visa advisory, and transaction-based fees on real estate loans, corporate factoring, equipment leasing, vehicle financing, and M&A engagements. Its core product suite spans seven lines — International Private Banking, Real Estate Investment Loans, EB-5 and E-2 Investor Visa Advisory, M&A Advisory, Corporate Factoring, Corporate Leasing, and Vehicle Financing — delivered via direct, relationship-driven consultation. Securities are offered through a partnership with CIM Securities (FINRA/SIPC), and the firm holds service agreements with American and European private banking institutions plus a referral network of South Florida immigration law firms and economic study firms, enabling cross-border service delivery across the Americas and Caribbean (excluding Brazil and Venezuela for E-2 visas). The firm carries no proprietary technology products, leveraging third-party financial platforms for investment management and standard data analytics for risk assessment, and maintains a founder-led team of 11–50 employees with two founding partners (Santiago Arbeláez and Jonathan Choghi) whose combined track record includes management of more than USD 4.5 billion in investments across 15+ years of international finance experience.

Name

Stone Tower Capital Group

Legal name

Stone Tower Capital Group LLC

Website

https://stonetower-group.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Stone Tower Capital Group is a Miami-based boutique financial advisory firm serving high-net-worth Latin American investors with private banking access, real estate loans, EB-5/E-2 visa advisory, M&A, corporate factoring, leasing, and vehicle financing across the Americas.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAJANAE

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Advisory & Consulting (Investment, Strategy)

SECONDARYFSAEAGAC

Capital Raising Advisory (Equity & Equity-Linked)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSABADAC

Affluent / Mass-Affluent Private Banking

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

Keywords

• Private banking access
• Investor visa advisory
• Real estate investment loans
• Corporate factoring services
• Mergers acquisitions advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Consulting Fees: The firm generates revenue through advisory fees for investment planning, financial structuring, and consulting services. This includes comprehensive investment strategy development tailored to individual client needs and goals.
2. International Private Banking Services: Revenue from facilitating access to international private banking services through partnerships with American and European financial institutions. Fees earned for account setup, credit line access, and investment platform services.
3. Real Estate Investment Loans: The firm provides short-term private loans for international real estate investors in the US market. Revenue generated from loan facilitation and associated advisory services for property investments in Miami and New York.
4. Investor Visa Advisory (E2 and EB-5): Advisory fees for visa application assistance, business plan development, and immigration process guidance for E2 and EB-5 investor visas. Services include identifying investment opportunities, franchise purchases, and new business formation.
5. Mergers and Acquisitions Advisory: Fees for advising on business purchases in South Florida, including company registration, financial analysis, negotiation support, and access to business acquisition databases.
6. Corporate Factoring: Provides credit solutions to SMBs through factoring of receivables from American corporations. Revenue from factoring fees based on transaction size and risk assessment.
7. Corporate Leasing: Equipment leasing solutions financing machinery and work equipment for companies. Operations range from $50,000 to $20 million USD, financing terms from 12 to 60 months.
8. Vehicle Financing: Financing for vehicle purchases for non-US residents without credit history in the USA. Up to 60-month financing terms for international clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Stone Tower Capital Group is an independent financial boutique that provides personalized investment advisory and corporate finance services to high-net-worth Latin American investors and SMBs entering the U.S. market. Core offerings include facilitating access to international private banking, arranging short-term real estate investment loans in Miami and New York, advising on E2 and EB-5 investor visas, mergers and acquisitions advisory for South Florida businesses, corporate factoring, corporate leasing (USD 50,000 to USD 20 million), and vehicle financing for non-U.S. residents.

Product overview

Stone Tower Capital Group is an American private equity firm that offers a comprehensive suite of financial services for Latin American investors seeking opportunities in the United States. The company provides seven core products: International Private Banking (access to banking services and credit lines), Loans and Investment in Real Estate (private lending for property investments in Miami and New York), Investor Visa services (EB-5 and E2 visa guidance), Mergers & Acquisitions (business purchase advisory in South Florida), Corporate Factoring (working capital solutions for SMEs), Corporate Leasing (equipment financing across the Americas), and Car Financing for non-residents. As an independent financial boutique with no direct association to specific financial institutions, the firm acts as a strategic ally combining wealth management and alternative investments for its clients.

Differentiator

Problem solved

Functional benefit

Brands

• International Private Banking: Access to international private banking services for Latin American investors
• Real Estate Investment Services
• EB-5 and E2 Investor Visa Services
• Mergers & Acquisitions
• Corporate Factoring
• Corporate Leasing
• Vehicle Financing

Products and services

• International Private Banking Provides Latin American clients with direct access to international private banking services through alliances with top American and European financial institutions in Miami, including corporate compensation accounts for foreign companies and immediate credit lines backed by investment portfolios.
• Real Estate Investment Loans Specializes in short-term private loans for international clients seeking real estate investments in Miami and New York, with access to private capital and competitive rates. USD millions have been disbursed in private real estate loans.
• Investor Visa Advisory (EB-5 and E2) Provides guidance and support for obtaining EB-5 and E2 investor visas, including identification of investment projects, economic analysis, selection of immigration law firms, creation of American LLCs, and development of business plans for immigration authorities. E2 recommended investment threshold USD 200,000+; EB-5 from USD 500,000.
• Mergers and Acquisitions Advisory Assists immigrants and investors with purchasing established businesses in South Florida as an alternative to starting a new business, including advice on company registration for Florida, New York, and Texas, direct access to databases of business ventures and franchises, and financial analysis of investment options.
• Corporate Factoring Provides credit solutions to small and medium-sized companies working with American corporations, offering financial insurance covering up to 80% of operation value, credit line approval within 7 business days, and quick positioning of resources within 90 days. Factoring fees are charged as a percentage per invoice assignment.
• Corporate Leasing Offers corporate leasing solutions to finance machinery and work equipment through international financing partners, covering operations from USD 50,000 to USD 20 million over 12-60 month terms. Coverage spans the United States, Central America, South America, and Caribbean countries, with operations available in local currency or USD.
• Vehicle Financing in the USA Provides vehicle financing for non-U.S. residents without credit history in the USA, enabling foreign nationals to build credit scores and access competitive rates for purchases up to 60-month financing terms.

Quantifiable outcome

• E2 visa process time: 90-120 days under normal conditions
• +3 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and major.

• American and European Private Banking InstitutionscoreStrategic or Co-development PartnerService agreements with top American and European financial institutions for private banking operations in Miami. Provides clients access to international banking services, investment platforms, and credit facilities.
• South Florida Immigration Law FirmscoreImplementation/ SI/ Consulting PartnerDirect relationships with prestigious immigration law firms in South Florida for EB-5 and E2 visa processing. These partnerships provide legal expertise for client visa applications.
• Economic Study FirmsmajorImplementation/ SI/ Consulting PartnerPartnerships with recognized economic study firms for development of effective and viable business plans required for investor visa applications.
• International Financing PartnerscoreStrategic or Co-development PartnerNetwork of international financing partners supporting the corporate leasing program. Enables equipment financing across the United States, Central America, South America, and Caribbean countries.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Others

• CIM Securities: Registered broker-dealer (FINRA/SIPC) and the firm's actual securities distribution partner. Relevant as an enabling infrastructure counterparty rather than a competitor.

Broad incumbents

• BTG Pactual: Largest Latin American independent investment bank with significant Miami and US operations. Competes broadly for the same LatAm HNW advisory wallet, but at significantly larger scale and with proprietary balance sheet capabilities.
• Houlihan Lokey: Global investment bank with a strong M&A practice and Miami office serving Latin American clients. Overlaps with Stone Tower's M&A advisory and private client advisory offerings, though at substantially larger scale.
• Itaú BBA: Brazilian investment banking arm of Itaú Unibanco with US cross-border advisory capabilities. Relevant as an incumbent competitor for LatAm HNW clients seeking US investment and private banking services.

Direct peers

• BCP Securities: Miami-headquartered boutique investment bank and broker-dealer serving Latin American institutional and family-office clients. Overlaps directly with Stone Tower's private banking introductions, securities distribution (via CIM), and cross-border advisory.
• LarrainVial: Chilean-origin wealth management, brokerage and asset manager with US presence. Comparable as a LatAm-rooted advisory platform serving HNW clients seeking US investment exposure and cross-border financial structuring.
• BMA Capital: Miami-based boutique investment bank focused on Latin American cross-border M&A and capital markets advisory. Highly comparable to Stone Tower given the shared LatAm corridor focus, boutique scale, and advisory-led model serving HNW and institutional clients entering the US.

Emerging players

• CMB Regional Centers: Specialized EB-5 regional center operator with a strong investor-visa advisory model. Overlaps with Stone Tower's investor visa service line and reflects the niche competitive set in EB-5 placement.
• BancTrust & Co. Latin America-focused investment bank with cross-border advisory and capital markets capabilities. Comparable as a boutique competitor in the LatAm-US corridor for HNW and institutional clients.
• CanAm Enterprises: One of the largest EB-5 visa regional center operators and visa-linked investment intermediaries. Directly comparable to Stone Tower's EB-5 advisory business, particularly for foreign investors seeking US residency through investment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/StoneTowerCG
• Facebookfacebook.com/stonetowergroup
• LinkedInlinkedin.com/company/stone-tower-capital-group-llc.
• Instagraminstagram.com/stone_tower_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stone Tower Capital Group