About Capitect
Capitect is a company based in Los Angeles (United States) founded in 2014.. The company has 5 employees as of December 31, 2024. Capitect offers products and services including Performance Reporting, Client Fee Billing, and Portfolio Rebalancing. Capitect operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter Los Angeles, United States
- Employees 5 as on 31 Dec, 2024
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Sectors
Technology
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Email
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Phone
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Website
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Social
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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
5
as on Dec 31, 2024
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Products & Services of Capitect
Capitect offers a comprehensive portfolio of products and services, including Performance Reporting, Client Fee Billing, and Portfolio Rebalancing. 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.
Generates investment performance reports for advisors.
Manages and processes client fee billing efficiently.
Handles personalized rebalancing of client portfolios.
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Funding Insights of Capitect
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Investments & Acquisitions by Capitect
| 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 - Capitect
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Capitect Comparisons
Competitors of Capitect
Capitect 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 Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, 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 |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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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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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Capitect
When was Capitect founded?
Capitect was founded in 2014.
Where is Capitect located?
Capitect is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
How many employees does Capitect have?
As of Dec 31, 2024, the latest employee count at Capitect is 5.
What does Capitect do?
Capitect was founded in 2014 in Los Angeles, United States, within the fintech sector. Software is provided to financial advisors for client collaboration, including the creation of personalized portfolios and support for rebalancing. Account aggregation is facilitated to consolidate client accounts, while portfolio reporting generates financial summaries. Document sharing is enabled through cloud-based online access. Operations focus on streamlining advisory services for individual clients.
Who are the top competitors of Capitect?
Capitect's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does Capitect offer?
Capitect offers Performance Reporting, Client Fee Billing, and Portfolio Rebalancing.