Capitect
www.capitect.comPersonalized portfolios have arrived to future-proof your practice. Let's transform your model portfolios into personalized portfolios. 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.
Read morePersonalized portfolios have arrived to future-proof your practice. Let's transform your model portfolios into personalized portfolios. 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.
Read moreCountry
State
California
City (Headquarters)
Pasadena
Industry
Employees
1-10
Founded
2014
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Co - Founder and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Fullstack Engineer
Email ****** @****.comPhone (***) ****-****Software Engineer
Email ****** @****.comPhone (***) ****-****
Technologies
(44)