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Coign Capital
Coign Capital is a fee-based fiduciary committed to helping clients thrive. It provides visionary asset management for visionary families and is large enough...
Coign Capital
Coign Capital is a fee-based fiduciary committed to helping clients thrive. It provides visionary asset management for visionary families and is large enough to take advantage of changing markets while remaining nimble enough to create personalized solutions. The firm partners with individuals and families who want to combine a full-spectrum investment strategy with a deep sense of purpose.
General information
Firm type
RIA
Year founded
2018
Location
Region
North America
Country
United States
City
Draper
Corporate office
New York, NY, United States
Principals
J. Matthew Zundel - Founding Partner
Courtland Adams - Managing Partner
Daniel Zundel - Managing Partner
Adam G. Lefler - Partner
Wealth Advisor
M. Brandon Riley - Senior Wealth Advisor
Kyler Brooksby
CFP® - Associate Financial Advisor
Heather Syrett - Director of Operations
Taylor Motz - Financial Planning Analyst
Shirley Spencer - Financial Planning Analyst
Panos Saltaris - Financial Planning Intern
Ben De Paoli - Financial Planning Intern
Emma Fetzer - Administrative Specialist
Malari Heusser - Administrative Specialist
Alli Sudbury - Administrative Associate
Cindi Horton - Scheduling Coordinator
Frequently asked questions
What is Coign Capital?
Coign Capital is a ria headquartered in Draper, United States.
When was Coign Capital founded?
Coign Capital was founded in 2018.
Where is Coign Capital headquartered?
Coign Capital is headquartered in Draper, United States, in the North America region.
What does Altss track for Coign Capital?
Altss maintains an OSINT-verified profile of Coign Capital covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Coign Capital's website?
Coign Capital's public website is coigncapital.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Coign Capital?
Coign Capital is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Coign Capital?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Coign Capital's Altss profile last updated?
Coign Capital's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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