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Our story

Our founding team took the typical finance route:

  • Intern at the big banks
  • Graduate from top tier business schools
  • Work for some of the top investment banks in the world
  • Manage ultra high-net worth client money

And that got us thinking...

Why is high-end customized portfolio management only readily available to the wealthy? When it really should be the other way around.

So that’s where it started...

A mission to shift the paradigm and bring access to high-end wealth management and financial literacy to everyone in a way people understand, in a way people can participate in, in a way that’s fun.

Our founders come from a wide range of backgrounds, cultures, and countries. We pride ourselves on diversity and inclusion. As long as you pass our background check, you’re accepted at Mudani.

We are Fiduciary Money Managers

Fiduciary [fuh·doo·shee·eh·ree] /noun\Definition\:
a person who holds a legal and ethical relationship of trust with its clients.

In simple english: we, by law, are required to act in YOUR best interest.

Fiduciary duty is the highest standard of care in equity law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty (the “principal") such that there must be no conflict of duty between fiduciary and principal.

Mudani Flagship

Mudani Flagship is our in house "hedge fund". These are the firms top picks for the years ahead. An actively managed fund with decades of equity research experience.
See our performance relative to the S&P 500 benchmark. Updated quarterly.

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Mudani FlagshipS&P 500

Disclosure: Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance.”. If this can be updated in code then disregard.

Our Partners

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  • What is a Robo-advisor?
    Robo-advisors are a class of financial advisors that provide investment advice or investment management online with moderate to minimal human intervention. They provide digital financial advice based on mathematical rules or algorithms. At Mudani, your portfolios are reviewed & triple checked ​by a team of (human) specialists after the robo algorithm determines the best fit.
  • What types of accounts can I open with Mudani?
    We support the following account types:
    • Individual accounts
    • Joint accounts
    • Roth IRA
    • Traditional IRA
    • SEP IRA (single participant only)
    • Trust accounts (Mudani PWM only)
    • Custodial/UTMA accounts (Mudani PWM only)
  • Transactions -- Deposits and Withdrawals
    • Deposits are typically automatically invested within 2 business days into your portfolio.
    • Withdrawals typically take 5 business days to reach your linked checking account, which includes trade settlement and transfer through the ACH network back to your bank.
    • Any time there is a transaction in your Mudani account (deposit, withdrawal, or change in your portfolio), we buy and sell shares on your behalf in the proper amounts. Mudani takes care of all the trading for you​. We also trade in order to rebalance your account when your portfolio deviates away from your desired target allocation.
    • Traditional IRA
    • SEP IRA (single participant only)
    • Trust accounts (Mudani PWM only)
    • Custodial/UTMA accounts (Mudani PWM only)





Mudani Capital LLC is an SEC Registered Investment Advisor. For more information please view our SEC firm summary at https://adviserinfo.sec.gov/firm/summary/309517. Securities offered through Marsco Investment Corporation (“Marsco”), which serves as a fully disclosed introducing broker to Interactive Brokers. Interactive Brokers is the execution broker, clearing broker, and custodian. For more information about Marsco, please visit https://brokercheck.finra.org/firm/summary/18483. For more information about Interactive Brokers, please visit https://www.interactivebrokers.com/en/home.php. The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

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