About Capital Insight Partners
Capital Insight Partners is a company based in Scottsdale (United States) founded in 2008 was acquired by EP Wealth Advisors in January 2026. It operates as a B2B and Investment Advisory. Capital Insight Partners offers products and services including Investment Management, Financial Planning, Retirement Plans, and Endowments Management. Capital Insight Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Scottsdale, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Capital Insight Partners Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
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Acquired by
EP Wealth Advisors
(Jan 07, 2026)
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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
Funding Insights of Capital Insight Partners
Detailed funding history for Capital Insight Partners
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Investors in Capital Insight Partners
Capital Insight Partners has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
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Wealth management and financial advisory services are provided to clients.
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Investor details for Capital Insight Partners
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Investments & Acquisitions by Capital Insight Partners
Investment portfolio details for Capital Insight Partners
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Financial Statements - Capital Insight Partners
Detailed financials for Capital Insight Partners
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Capital Insight Partners Comparisons
Peer comparison for Capital Insight Partners
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Competitors of Capital Insight Partners
Capital Insight Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Wealth management solutions are delivered for asset managers.
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Detailed competitors of Capital Insight Partners
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Latest news on Capital Insight Partners
Complete news archive for 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, Investec and S&P Global.
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.