Capital Edge

Protecting What You've Built. Growing What Comes Next.

Insurance and wealth management for athletes, business owners, and families who expect more in 2026.

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$0
Lifetime AUM
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Years of Expertise
Our Story

Insurance, Done The Way It Should Have Been All Along

Capital Edge started with a simple idea: insurance and wealth management should feel personal, not processed. Rich and Kay Shah co-founded the firm in 2008 on that belief. No call centers. No scripts. Just real conversations with people who actually pick up the phone.

It's still a family business today. Kay has spent nearly two decades as the firm's compliance anchor, bringing the patience and steadiness that turns complexity into clarity for every client. Shay brings the next generation's fluency in technology, bringing a digital-first client experience most independent agencies haven't caught up to yet.

Together, they've guided clients to $2.2B+ in lifetime assets under management, shopping every policy across carriers instead of pushing one company's product, for athletes, business owners, homeowners, and families who expect more from the people protecting what they've built.

Meet The Team

The People Behind The Policy

Google Reviews

What Clients Are Saying

5.0 · 10 Google reviews

“Capital Edge is trustworthy!”

Premila
Google

“So knowledgeable”

Ram Patel
Google

“Capital Edge has helped me live a life without financial burden”

Rich
Google

“Rich is a great advisor and always makes me feel financially secure.”

Anand Desai
Google

Let's Talk About What You're Building

One conversation, no pressure — let's figure out what actually makes sense for you.

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