Capital Institutional Services

United States Founded: 1996 • Age: 30 yrs
Provides trading services in equities, fixed income, and options for institutional clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors - Brand Intelligence

About Capital Institutional Services

Capital Institutional Services is a company based in United States founded in 1996. It operates as a B2B. 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.

  • Headquarter United States
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Capital Institutional Services, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
  • Investments & Acquisitions
    FT Partners

    & 1 more

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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.

Product name locked
Category locked
Primary

Manages commissions and budgets for institutional investors.

Product name locked
Category locked
Locked

Supports asset management through external trading processes.

Product name locked
Category locked
Locked

Facilitates efficient transactions for institutional clients.

People of Capital Institutional Services

Headcount 50-200
Employee Profiles 28
Employee Profiles
People
Darien Jackson
Staff Accountant
People
Jon Lantz
Director, Bank & Trust Services
People
Christopher J. Hurley
Senior Vice President, Director Of Institutional Sales
People
Eric Burt
VP Outsourced Trading

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Funding Insights of Capital Institutional Services

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Detailed funding history for Capital Institutional Services

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

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.

Investments
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Investment portfolio details for Capital Institutional Services

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Full-service stock brokerage is provided in the fintech sector.
Locked Locked 2004 Locked
Investment banking services focused on fintech are provided.
Locked Locked 2001 Locked
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Complete acquisition details for Capital Institutional Services

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - Capital Institutional Services

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Detailed financials for Capital Institutional Services

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Capital Institutional Services Comparisons

Capital Institutional Services Primary company
Description
Provides trading services in equities, fixed income, and opt...
Location
United States
Founded Year
1996
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Capital Institutional Services

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  • Named peers
  • Headcount comparison
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Competitors of Capital Institutional Services

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Detailed competitors of Capital Institutional Services

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Capital Institutional Services

Capis: acquires FinTech Securities
Fintechinshorts7 years ago
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Complete news archive for Capital Institutional Services

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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.

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