About Capital Institutional Services
Capital Institutional Services is a Financial Services company based in United States founded in 1996. It provides trading services in equities, fixed income, and options for institutional clients. It operates on a B2B model. Capital Institutional Services has completed 2 acquisitions, including FT Partners and FinTech Securities. Capital Institutional Services offers products and services including Commission Management Solutions, Outsourced Trading, and Bank and Trust Services. Its focus areas include Finance, FinTech, Trading Services and Institutional Trading. Its legal entity is Capital Institutional Services, Inc.
Company details
CAPIS specializes in trade execution and commission management services, focusing on global equities, fixed income, options, futures, and FX. They provide outsourced and supplemental trading to support institutional strategies, emphasizing transparency and client interests. Based in Dallas, TX, USA, they serve institutional investors with compliance-driven solutions and tools like transaction cost analysis. Their approach prioritizes high-touch performance and long-term client relationships without conflicts from proprietary trading.
- Investments & AcquisitionsFT Partners
& 1 more
Products & Services of Capital Institutional Services
Capital Institutional Services offers a comprehensive portfolio of products and services, including Commission Management Solutions, Outsourced Trading, and Bank and Trust Services.
Manages commissions and budgets for institutional investors.
Supports asset management through external trading processes.
Facilitates efficient transactions for institutional clients.
People of Capital Institutional Services
28 people are tracked at Capital Institutional Services (21 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Jon Lantz | Director, Bank & Trust Services | Leadership |
Christopher J. Hurley | Senior Vice President, Director Of Institutional Sales | Leadership |
Clayton Duff | Director, International Trading | Leadership |
Eric Burt | VP Outsourced Trading | Leadership |
Bryan Gibbs | Director, Transition Management | Leadership |
Jason Gatewood | Managing Director, Global Trading | Leadership |
Corey Ware | Senior Vice President | Leadership |
Kevin Kelly | Director Of Information Technology, VP | Leadership |
Mark Viani | Director, Institutional Sales | Leadership |
Ann Sebert | President & Chief Executive Officer | Leadership |
Matt Krebs | Director, Outsourced Trading | Leadership |
Beni Huseinbegovic | Chief Financial Officer, Treasurer | Leadership |
Stephen Lamendola | Chief Information Officer | Leadership |
Chad Muller | Director, US Equity Trading | Leadership |
Chris Hurley | Director, Institutional Sales | Leadership |
Coleen Donohue | First Vice President, Equity Sales And Trading | Leadership |
Robert L Duckworth | Director Of Software Development & Vice President | Leadership |
Matthew Sebert | Head Of Marketing | Leadership |
Ed O'Dowd | Senior Vice President | Leadership |
Michael Czapliskie | VP Transition Management | Leadership |
8 more people are available in the full profile.
Complete people profiles for Capital Institutional Services
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Investments & Acquisitions by Capital Institutional Services
Capital Institutional Services has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include FT Partners and FinTech Securities.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Full-service stock brokerage is provided in the fintech sector. | fintechsecurities.com | Atlanta, United States | 2004 | Jan 2019 | •••• | |
Investment banking services focused on fintech are provided. | ftpartners.com | San Francisco, United States | 2001 | Jan 2019 | •••• |
Complete acquisition details for Capital Institutional Services
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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Timeline of Capital Institutional Services
3 dated milestones of Capital Institutional Services across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Capital Institutional Services is founded.
- Acquisition Acquires FinTech Securities.
- Acquisition Acquires FT Partners.
Web traffic of Capital Institutional Services
Websites that share an audience with Capital Institutional Services (capis.com).
Websites whose visitors overlap most with Capital Institutional Services. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| centralbanking.com | 59% | 106K | #393,179 | View details |
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Capital Institutional Services (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Capital Institutional Services
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Frequently Asked Questions about Capital Institutional Services
Capital Institutional Services was founded in 1996.
Capital Institutional Services is headquartered in United States.
CAPIS specializes in trade execution and commission management services, focusing on global equities, fixed income, options, futures, and FX. They provide outsourced and supplemental trading to support institutional strategies, emphasizing transparency and client interests. Based in Dallas, TX, USA, they serve institutional investors with compliance-driven solutions and tools like transaction cost analysis. Their approach prioritizes high-touch performance and long-term client relationships without conflicts from proprietary trading.
Capital Institutional Services offers Commission Management Solutions, Outsourced Trading, and Bank and Trust Services.
Capital Institutional Services has made 2 acquisitions, including FT Partners, and FinTech Securities.
Capital Institutional Services operates through Capital Institutional Services, Inc..