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 Pittsburg, PA.


Meet the people behind Evisor

James P. Dowd, CFA, CPA

Founder and Managing Director

Stephanie Holt

Chief Financial Officer and Managing Director

Bridgot Basile

Managing Director

Frances Harkins, CFP®

Managing Director

Juan Garcia, JD

Managing Director

Gaby Giacchino

Operations Manager

Jessi Mills

Associate - Designer

Priyanka Singh

Project Manager

Brooke Larney


Danyell Bjornstad

Operations Manager


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