evisor is powered by North Capital Inc., a Registered Investment Advisor. The firm's founder, Jim Dowd, started the firm in 2008 after spending 20+ years as an Institutional Asset Manager, with the goal of bringing institutional grade advice to retail clients. We've taken this initiative one step further by creating a digital experience that replicates the in-person experience that has been helping our clients achieve their financial goals for over a decade. North Capital Inc is headquartered in Salt Lake City, UT, with branch offices in Benicia, CA, McAllen, TX, Sea Island, GA, and Philadelphia, PA.


Meet the people behind Evisor

James P. Dowd, CFA, CPA

Founder and Managing Director

Bridgot Basile

Managing Director

Michael T. Weaver, Jr., CFA

Managing Director, Head of Asset Management

David Witkoff

Director, Investment Advisor Representative

Gaby Giacchino

Director, Operations and Human Resources

Sara Borazan

Managing Director, Head of Business Development

Brooke Larney

Investment Advisor Representative

Jana Kirwel

Investment Advisor Representative


Our team has been devoted to helping individuals achieve their financial goals since long before anyone coined the term “robo-advisor.” We’ve taken the same successful approach that has helped our clients for years, and made it widely available, accessible, and affordable through the use of our innovative technology platform.

- Greetings from our CEO, Jim Dowd