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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Employee Count
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and financial advisory services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Capital Insight Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Capital Insight Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Capital Insight Partners Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Capital Insight Partners
Frequently Asked Questions about Capital Insight Partners
When was Capital Insight Partners founded?
Capital Insight Partners was founded in 2008.
Where is Capital Insight Partners located?
Capital Insight Partners is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
What does Capital Insight Partners do?
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.
Who are the top competitors of Capital Insight Partners?
Capital Insight Partners's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Capital Insight Partners offer?
Capital Insight Partners offers Investment Management, Financial Planning, Retirement Plans, and Endowments Management.
Who are Capital Insight Partners's investors?
Capital Insight Partners has 1 investor. Key investors include EP Wealth Advisors.