Intersect Capital

Intersect Capital is a registered investment advisor based in San Ramon, California, US, offering comprehensive financial planning and wealth management services. The firm specializes in personalized family office solutions for high-net-worth clients, including business owners, entrepreneurs, professional athletes, and entertainers, providing tailored strategies for complex financial needs. As of its July 2022 acquisition by MAI Capital Management, Intersect Capital managed approximately $1.3 billion in assets, subsequently joining MAI's sports and entertainment division. The firm reported an annual revenue of $5.4 million in 2024 and operates with a team of 5-8 employees. Key personnel include founder and CEO Joe McLean, who has discussed athlete financial advisory on NYSE, and Michael Fitzsimmons, a Partner at Intersect Ventures. Intersect Capital was founded in 1997 by Joe McLean.