About Sapient Capital
Sapient Capital is a Financial Services company based in Indianapolis, USA. Comprehensive wealth management solutions are provided by Sapient Capital. It operates on a Professional Services model. Sapient Capital offers products and services including Wealth Management, Financial Planning, and Family Office Solutions. Its focus areas include Financials, Wealth Management and Investment Advisory.
Company details
Sapient Capital is engaged in offering bespoke wealth management solutions to clients. Services provided include strategic investment management, financial planning, and family office solutions. These are designed to create cohesive strategies aligned with clients specific financial goals. The firm operates in the financial advisory sector, focusing on preserving and growing wealth. Clients are served through personalized approaches and advanced technology across multiple locations in the USA.
- Headquarters Indianapolis, USA
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website sapientcapital.com
- Social LinkedIn
Products & Services of Sapient Capital
Sapient Capital offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, and Family Office Solutions.
Comprehensive wealth management solutions are provided to clients.
Tailored financial planning services are offered to individuals.
Family office services are delivered for cohesive strategies.
People of Sapient Capital
13 people are tracked at Sapient Capital (8 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Jeffrey Cohen | Founding Partner, Advisory | Leadership |
Joshua Shneyderov | Managing Director, Investment Management | Leadership |
James Angelica | Director, Alternatives | Leadership |
Alexandra Stimpson | Vice President, Advisory | Leadership |
Jack Vanier | Vice President, Advisory | Leadership |
Christy Matzen | Director Of Wealth Planning | Leadership |
Patrick J. O'Marro | Partner, Advisory | Leadership |
Jaqueline Sanderson | Director, Relationship Management | Leadership |
Tai Corbett | Associate, Relationship Management | Team |
Carson Kimple | Senior Analyst, Investment Management | Team |
John Rapp | Senior Analyst, Investment Management | Team |
Arynn Deluca | Alternatives Client Associate | Team |
Lucy Aquilano | Associate, Relationship Management | Team |
Complete people profiles for Sapient Capital
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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Top companies in Investment Banks
3 companies that operate in the same segment as Sapient Capital (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Sapient Capital
Sapient Capital is engaged in offering bespoke wealth management solutions to clients. Services provided include strategic investment management, financial planning, and family office solutions. These are designed to create cohesive strategies aligned with clients specific financial goals. The firm operates in the financial advisory sector, focusing on preserving and growing wealth. Clients are served through personalized approaches and advanced technology across multiple locations in the USA.
Sapient Capital offers Wealth Management, Financial Planning, and Family Office Solutions.