What Myriad Capital does

Myriad Capital, LLC is an independent, privately owned wealth management firm headquartered in Coral Springs, Florida, focused exclusively on private client wealth management for busy professionals, families, family businesses, and their trusts. The firm delivers comprehensive financial planning through a single integrated Private Wealth Management offering supported by seven specialized planning modules: Retirement, Estate, Investment, Insurance, Tax, Money, and Lifestyle Planning, supplemented by educational financial calculators and content resources. Service is delivered via a consultative four-step process (understand goals, develop plan, implement, monitor) anchored on a multi-generational planning philosophy, with no proprietary technology platform disclosed beyond Calendly-based appointment scheduling and standard web content tools.

The firm is led by President & CEO Riad Shanawany, CFP®, CRPC® (20 years in financial services), Vice President of Investment Strategy Alex Vazquez III (JD, AAMS™), Vice President Scott Belanger, CFP® (20+ years, serving hundreds of Florida clients), Financial Advisor Mathew Kaplan, and Office Administrator Belinda Paris, J.D. Securities are offered through J.W. Cole Financial, Inc. (J.W. Cole Financial, Inc., a member of FINRA and SIPC) and advisory services through J.W. Cole Advisors, Inc., an unaffiliated third-party broker-dealer/RIA arrangement that enables Myriad Capital to maintain independence while meeting regulatory and custody requirements. Revenue is generated through advisory fees on what is implied to be an AUM-based or flat/hourly planning model, with no public pricing disclosed; the firm serves roughly 100+ clients concentrated in Southeast Florida.

Name

Myriad Capital

Legal name

Myriad Capital, LLC

Website

https://myriad-capital.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Myriad Capital is an independent, privately owned wealth management firm in Coral Springs, Florida, delivering comprehensive multi-generational financial planning to busy professionals, families, family businesses, and their trusts in Southeast Florida.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management
• Financial planning
• Retirement planning
• Estate planning
• Investment management

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Myriad Capital provides comprehensive wealth management services for private clients. Securities are offered through J.W. Cole Financial, Inc. (JWC), a member of FINRA and SIPC. Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA). The firm generates revenue through advisory fees, likely based on assets under management (AUM) or hourly/flat fee planning arrangements typical of independent wealth advisory practices.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Myriad Capital is an independent, privately owned wealth management firm providing comprehensive private client wealth management services. The firm offers integrated financial planning across retirement, estate, investment, insurance, tax, money management, and lifestyle planning through a structured 4-step process. Securities are offered through J.W. Cole Financial, Inc. and advisory services through J.W. Cole Advisors, Inc.

Product overview

Myriad Capital offers a single integrated wealth management platform focused on private client services. The core offering is Private Wealth Management, which serves as the umbrella service, supplemented by seven specialized planning modules: Retirement Planning, Estate Planning, Investment Management, Insurance Planning, Tax Planning, Money Management, and Lifestyle Planning. The company also provides Financial Calculators as educational tools. These components work together as a comprehensive financial planning service rather than discrete software products.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Comprehensive wealth management services for busy professionals, families, family businesses, and their trusts, featuring a multi-step planning process to understand client goals and develop customized wealth plans.
• Retirement Planning Planning services focused on retirement goals, Social Security optimization, catch-up contributions, and income strategies for retirement.
• Estate Planning Estate strategy services including wills, medical directives, durable power of attorney, living trusts, and estate document management.
• Investment Management Investment strategy development, portfolio construction, diversification, and behavioral finance guidance.
• Insurance Planning Insurance review and planning services including life insurance, Medicare, extended-care coverage, and disability insurance analysis.
• Tax Planning Tax strategy services covering income tax, estate tax, tax deductions, and tax-advantaged account strategies including Roth IRAs and 529 plans.
• Money Management Budgeting, savings strategy, emergency fund planning, and debt management guidance.
• Lifestyle Planning Holistic planning for legacy building, retirement lifestyle, and long-term personal goals.
• Financial Calculators Interactive tools for retirement planning, Social Security analysis, Roth IRA projections, college savings calculations, and tax-deferred vs taxable account comparisons.

Quantifiable outcome

• Multi-generational wealth preservation for clients

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• J.W. Cole Financial, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through J.W. Cole Financial, Inc. (JWC), a member of FINRA and SIPC. This partnership enables Myriad Capital to offer securities products through a registered broker-dealer while maintaining independence as an advisory firm.

Scale indicators1 record

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• Schwab Wealth Advisory: Charles Schwab's discretionary and advice-based wealth management solutions for retail and affluent investors — a broad incumbent using scale and technology to deliver wealth planning that competes with boutique RIAs like Myriad.
• Edelman Financial Engines: Large-scale independent wealth advisory combining traditional advisors with a digital planning platform, serving mass-affluent and HNW households — a broad incumbent operating in the same comprehensive wealth management category as Myriad.
• Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel offering wealth management, retirement, and estate planning to affluent households — overlapping with Myriad's target segments at greater scale.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of independent financial advisors with compliance, technology, and custody infrastructure — comparable in the independent advisor distribution model Myriad uses with J.W. Cole.
• Fisher Investments: Large independent investment management firm serving high-net-worth and institutional clients with discretionary portfolio management — a broader incumbent in the private client wealth management space.

Direct peers

• Mariner Wealth Advisors: Independent wealth advisory firm serving individuals, families, and family businesses with comprehensive financial planning, estate strategy, and investment management — closely aligned with Myriad's private client, multi-generational wealth focus.
• Carson Wealth: Independent wealth management firm delivering holistic financial planning, investment management, and estate strategies to high-net-worth families — directly comparable operating model and target clientele.
• Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, estate, tax, and retirement planning to high-net-worth individuals and families — directly comparable to Myriad Capital's comprehensive private-client model but at much greater scale.
• Buckingham Strategic Wealth: Independent, fee-only RIA providing comprehensive financial planning and evidence-based investment management to individuals and families, closely mirroring Myriad's consultative, planning-led approach.

Emerging players

• Facet Wealth: Digital-first hybrid wealth advisory offering flat-fee comprehensive financial planning to HNW households — an emerging player using technology to compete directly with traditional advisor-led practices like Myriad.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/MyriadCapital1
• LinkedInlinkedin.com/company/myriad-capital-mathew-kaplan

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Myriad Capital