Get to know us

Navigate Capital was founded with a singular vision to make the tools, insights, and financial resources small and medium-sized businesses need, accessible and frictionless. Our integrated ecosystem includes Navigate Advisory Group, Navigate AI, and our network of trusted Lending Partners. Together, we deliver comprehensive solutions that drive growth, enhance efficiency, and ensure long-term success.

Our mission

To unlock the full potential of small and medium-sized businesses through strategic consulting, advanced AI tools, and tailored financial solutions.

Our vision

To be the leading catalyst for business transformation and growth, fostering an ecosystem where businesses thrive and innovation flourishes.

Innovation Embrace cutting-edge technologies to deliver unmatched solutions.

Excellence Strive for excellence in every service we provide.

Customer-Centricity Prioritize our clients' success above all.

Collaboration Build strong partnerships internally and with our clients.

Integrity Uphold the highest standards of honesty and ethical conduct.

Our values

Our Motivation

As business owners ourselves, we understand the challenges and opportunities that come with running a small or medium-sized business. Our journey began with a desire to create a support system that we wished existed when we started our own ventures. This personal experience fuels our passion for helping other business owners achieve their goals.

Our team

Meet the visionaries behind Navigate. Our leadership team brings together decades of experience in business strategy, AI technology, financial services, and lending. We are business owners first, dedicated to providing the insights and support we needed on our entrepreneurial journeys.

Joe Reed

Founder & VP SAles

Joe has over 20 years of experience in the financial and consulting industries. He founded Navigate Capital to create a comprehensive support ecosystem for small businesses.

Lianne Wilson

Broker

Lianne is a seasoned operations expert committed to driving efficiency and excellence across our service delivery. Lianne also manages our vendor relationships and lender partnerships.