About CSI Capital Management
CSI Capital Management is a Financial Services company based in San Francisco (United States) founded in 1978, and was acquired by SunTrust Bank in May 2011. Financial planning, investment, and wealth management services are provided. Its chief executive, as recorded, is Bill Rogers. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
CSI Capital Management was founded in 1978 and is headquartered in San Francisco, United States. Services in financial planning, investment advisory, and wealth management are delivered to clients in the financial sector. Operations focus on asset management and advisory support, with coverage in the United States. The firm is led by Bill Rogers as CEO and Chairman. Its online presence is maintained at csicapital.com.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Website csicapital.com
- Social LinkedIn
- Acquired by SunTrust Bank (May 2011)
- Latest Funding Round$548.33K (USD), Unspecified
Oct 2010
- Investors
- Acquired bySunTrust Bank
(May 2011)
Funding Insights of CSI Capital Management
- Total Rounds 1
- Last Round Unspecified — $548,328
- First Round $548,328
(Oct 2010)
All 1 funding rounds of CSI Capital Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2010 | $548,328 | Unspecified | – | – | – |
1 investors in total: 1 institutional.
Investors in CSI Capital Management
CSI Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include SunTrust Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are offered to individuals and businesses. | 1891 | suntrust.com | Atlanta, United States |
Investor details for CSI Capital Management
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 CSI Capital Management
1 people are tracked at CSI Capital Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Bill Rogers | CEO & Chairman | Leadership |
Complete people profiles for CSI Capital Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CSI Capital Management
3 dated milestones of CSI Capital Management across 33 years, from founding to its latest funding, stage changes and deals.
- Founded CSI Capital Management is founded.
- Funding First funding round of $548K.
- Exit Acquired by SunTrust Bank.
Competitors of CSI Capital Management
CSI Capital Management 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 CSI Capital Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as CSI Capital Management (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 CSI Capital Management
CSI Capital Management was founded in 1978 and raised its 1st funding round 32 years after it was founded.
CSI Capital Management is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Bill Rogers is the CEO of CSI Capital Management, as recorded in our data.
CSI Capital Management was founded in 1978 and is headquartered in San Francisco, United States. Services in financial planning, investment advisory, and wealth management are delivered to clients in the financial sector. Operations focus on asset management and advisory support, with coverage in the United States. The firm is led by Bill Rogers as CEO and Chairman. Its online presence is maintained at csicapital.com.
CSI Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
CSI Capital Management has 1 investor. Key investors include SunTrust Bank.
Yes. CSI Capital Management was acquired by SunTrust Bank in May 2011.