About Circa Capital
Circa Capital is a Financial Services company based in Alpharetta (United States) founded in 2011. It offers investment management and OCIO services to individuals and advisory firms. It operates on a B2B and B2C model. Circa Capital offers products and services including Investment Management, Outsourced Chief Investment Officer, and Concentrated Stock Management. Its focus areas include Investment Tech, Asset Management, Portfolio Services and Risk Management. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Circa Capital is an investment management firm that delivers services such as portfolio management, outsourced Chief Investment Officer support, and risk management for concentrated stocks. It serves individuals, businesses, and advisory firms across North America through experienced CFA charterholders. Based in Alpharetta, Georgia, the firm focuses on high-quality investments and customized strategies to help clients achieve their financial goals while balancing risk and return.
- Headquarters Alpharetta, United States
- SectorsFinancial Services
- Website circap.com
Products & Services of Circa Capital
Circa Capital offers a comprehensive portfolio of products and services, including Investment Management, Outsourced Chief Investment Officer, and Concentrated Stock Management.
Manages stock and fixed income portfolios for clients
Provides expertise to advisory firms for portfolio reviews
Uses options to mitigate risks in large stock holdings
Competitors of Circa Capital
Circa Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Circa Capital
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Top companies in Asset Management
3 companies that operate in the same segment as Circa Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Circa Capital
Circa Capital was founded in 2011.
Circa Capital is headquartered in Alpharetta, United States. It is registered at Alpharetta, Georgia, United States.
Circa Capital is an investment management firm that delivers services such as portfolio management, outsourced Chief Investment Officer support, and risk management for concentrated stocks. It serves individuals, businesses, and advisory firms across North America through experienced CFA charterholders. Based in Alpharetta, Georgia, the firm focuses on high-quality investments and customized strategies to help clients achieve their financial goals while balancing risk and return.
Circa Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Circa Capital offers Investment Management, Outsourced Chief Investment Officer, and Concentrated Stock Management.