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Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at www.capitect.com.
Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at www.capitect.com.
Overview
Location
United States, California, Pasadena
Employees
1-10
Phone
+1 323-375-2902
Founded date
2014
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Apr 5, 2021 | Advisor Tech Platform Capitect Announces Integration With Coinbase | Capitect, a U.S.-based advisor technology platform, recently announced it has integrated with cryptocurrency platform Coinbase for digital currency performance reporting, billing, and rebalancing. Capitect reported that through the partners... |
| Apr 1, 2021 | Capitect Integrates With Coinbase for Cryptocurrency Performance Reporting, Billing, and Rebalancing | As part of our mission to provide the most useful and innovative technology for advisors, we are thrilled to be among the first portfolio management platforms to integrate client cryptocurrency accounts into the key portfolio management ser... |
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FAQ about Capitect
When was Capitect founded?
Capitect was founded in 2014.
What has the press written about Capitect?
Parsers VC has collected 3 articles mentioning Capitect, among them “Advisor Tech Platform Capitect Announces Integration With Coinbase” (Apr 5, 2021) and “Capitect Integrates With Coinbase for Cryptocurrency Performance Reporting, Billing, and Rebalancing” (Apr 1, 2021).
Is Capitect still active?
Yes, Capitect is active; its latest activity on Parsers VC dates from May 17, 2022.