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
*********
-
Website
*********
-
Social
*********
- Legal Name Capital Institutional Services, Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
-
Investments & Acquisitions
FT Partners
& 1 more
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. 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 commissions and budgets for institutional investors.
Supports asset management through external trading processes.
Facilitates efficient transactions for institutional clients.
Unlock access to complete
Funding Insights of Capital Institutional Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Full-service stock brokerage is provided in the fintech sector.
|
2004 | ||||
|
Investment banking services focused on fintech are provided.
|
2001 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Capital Institutional Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Capital Institutional Services Comparisons
Competitors of Capital Institutional Services
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Capital Institutional Services
When was Capital Institutional Services founded?
Capital Institutional Services was founded in 1996.
Where is Capital Institutional Services located?
Capital Institutional Services is headquartered in United States.
What does Capital Institutional Services do?
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.
What products or services does Capital Institutional Services offer?
Capital Institutional Services offers Commission Management Solutions, Outsourced Trading, and Bank and Trust Services.
How many acquisitions has Capital Institutional Services made?
Capital Institutional Services has made 2 acquisitions, including FT Partners, and FinTech Securities.