About Capstratig
Capstratig is a Financial Services company based in Chicago (United States) founded in 2009, and was acquired by SageView Advisory Group in August 2025. It operates as an investment and retirement advisory services are offered to clients. Capstratig offers products and services including Fiduciary Investment Advisory, Asset Management, and Private Wealth Services. Its focus areas include Asset Management and Financial Advisors. Its legal entity is CAPSTRAT LLC. Its competitors include MassMutual, American Family Insurance, Prudent, Point Digital Finance and Thrivent and 2 more; 2 of its 7 listed competitors have raised funding.
Company details
Capstratig was established in 2009 as a registered investment adviser based in Chicago, United States. Operations focus on the financial services sector, where investment consulting and retirement planning are provided. Advisory support is extended to clients seeking guidance on portfolio management and long-term financial strategies. The firm maintains a presence through its domain, capstratig.com, to facilitate client interactions and service delivery.
- Headquarters Chicago, United States
- Stage Acquired
- SectorsFinancial Services
- Website capstratig.com
- Social LinkedIn X Facebook YouTube
- Acquired by SageView Advisory Group (Aug 2025)
- Legal Name Capstrat Llc
- Investors
- Acquired bySageView Advisory Group
(Aug 2025)
Products & Services of Capstratig
Capstratig offers a comprehensive portfolio of products and services, including Fiduciary Investment Advisory, Asset Management, and Private Wealth Services.
Provides guidance on investment strategies for institutions and leaders.
Oversees assets for organizations and retirement plans.
Assists individuals with comprehensive financial and legacy planning.
Apps and channels of Capstratig
its YouTube channel SageView Advisory Group has 4 subscribers and 30 videos.
Videos from Capstratig
The most watched videos on Capstratig's YouTube channel, SageView Advisory Group (4 subscribers). Click a video to play it here.
More on SageView Advisory Group.
Investors in Capstratig
Capstratig has secured backing from 1 investor. Prominent investors backing the company include SageView Advisory Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting services are provided to clients by the firm. | 1989 | sageviewadvisory.com | Newport Beach, United States |
Investor details for Capstratig
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Capstratig
2 people are tracked at Capstratig (2 in team).
| Name | Role | Group |
|---|---|---|
Heather Rarey | Data Operations Associate | Team |
Stephanie Guldan | Data Operations Associate | Team |
Complete people profiles for Capstratig
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of Capstratig
2 dated milestones of Capstratig across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Capstratig is founded.
- Exit Acquired by SageView Advisory Group.
Competitors of Capstratig
Capstratig has 7 listed competitors in our database, 2 of them funded. They include MassMutual, American Family Insurance, Prudent, Point Digital Finance and Thrivent, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| synechron.com | 2001 | New York, United States | – | – | Synechron is recognized as a global technology and AI consulting firm. | |
| reliancecapital.co.in | 1986 | Mumbai, India | – | 18,360 | Financial services including loans, insurance, and asset management are provided. |
Detailed competitors of Capstratig
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Capstratig
The website of Capstratig (capstratig.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▼ 15.8% vs previous month
Top companies in Asset Management
10 companies that operate in the same segment as Capstratig (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Capstratig
Capstratig was founded in 2009.
Capstratig is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Capstratig was established in 2009 as a registered investment adviser based in Chicago, United States. Operations focus on the financial services sector, where investment consulting and retirement planning are provided. Advisory support is extended to clients seeking guidance on portfolio management and long-term financial strategies. The firm maintains a presence through its domain, capstratig.com, to facilitate client interactions and service delivery.
Capstratig's top competitors include MassMutual, Point Digital Finance and Prudent.
Capstratig offers Fiduciary Investment Advisory, Asset Management, and Private Wealth Services.
Capstratig has 1 investor. Key investors include SageView Advisory Group.
Capstratig operates through Capstrat Llc.
Yes. Capstratig was acquired by SageView Advisory Group in August 2025.