About Capital Insight Partners
Capital Insight Partners is a Financial Services company based in Scottsdale (United States) founded in 2008, and was acquired by EP Wealth Advisors in January 2026. It provides investment management, financial planning, and retirement services for affluent clients. It operates on a B2B and Investment Advisory model. Capital Insight Partners offers products and services including Investment Management, Financial Planning, Retirement Plans, and Endowments Management. Its focus areas include Finance, Retirement Planning, Corporate Services and Wealth Management. Its legal entity is CAPITAL INSIGHT PARTNERS LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Capital Insight Partners is a family office specializing in global multi-asset class portfolio management and financial planning. They serve high net worth individuals, corporate retirement plans, endowments, and financial advisors. Based in Scottsdale, Arizona, the firm focuses on protecting and growing clients wealth through strategic investment advice and risk management, while addressing needs like legacy and charitable planning.
- Headquarters Scottsdale, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website cipinvest.com
- Social LinkedIn Facebook YouTube
- Acquired by EP Wealth Advisors (Jan 2026)
- Legal Name Capital Insight Partners Llc
- Investors
- Acquired byEP Wealth Advisors
(Jan 2026)
Products & Services of Capital Insight Partners
Capital Insight Partners offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Retirement Plans, and Endowments Management.
Manages global multi-asset portfolios for high net worth clients
Offers planning for retirement and legacy strategies
Provides plans for companies and not-for-profits
Handles investment for endowments and foundations
Apps and channels of Capital Insight Partners
its YouTube channel Capital Insight Partners, LLC has 12 subscribers and 17 videos.
Videos from Capital Insight Partners
The most watched videos on Capital Insight Partners's YouTube channel, Capital Insight Partners, LLC (12 subscribers). Click a video to play it here.
More on Capital Insight Partners, LLC.
Investors in Capital Insight Partners
Capital Insight Partners has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | 2007 | epwealth.com | Lafayette, United States |
Investor details for Capital Insight Partners
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Timeline of Capital Insight Partners
2 dated milestones of Capital Insight Partners across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Capital Insight Partners is founded.
- Exit Acquired by EP Wealth Advisors.
Competitors of Capital Insight Partners
Capital Insight Partners has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Capital Insight Partners
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Capital Insight Partners (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Capital Insight Partners
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Frequently Asked Questions about Capital Insight Partners
Capital Insight Partners was founded in 2008.
Capital Insight Partners is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Capital Insight Partners is a family office specializing in global multi-asset class portfolio management and financial planning. They serve high net worth individuals, corporate retirement plans, endowments, and financial advisors. Based in Scottsdale, Arizona, the firm focuses on protecting and growing clients wealth through strategic investment advice and risk management, while addressing needs like legacy and charitable planning.
Capital Insight Partners's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Capital Insight Partners offers Investment Management, Financial Planning, Retirement Plans, and Endowments Management.
Capital Insight Partners has 1 investor. Key investors include EP Wealth Advisors.
Capital Insight Partners operates through Capital Insight Partners Llc.
Yes. Capital Insight Partners was acquired by EP Wealth Advisors in January 2026.