CapSyncCapSync is a digital finance hub empowering wealth managers and clients with real-time financial insights and seamless collaboration.
Suggest an EditCapSync Information, Including Revenue, Investors, Funding, Competitors & Key Metrics
CapSync is an online fintech platform.
CapSync is an online fintech platform.
Company Highlights
Employees
YoY Headcount Growth
Year Founded
2023
Employees20
Location (HQ)
USA
YoY Headcount Growth5.24%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
- Keystone Financial ServicesThe Menke GroupGrant County BankHapi AppGo Magnum LoansCircle Advisers, Inc.HowardSimon RetirementMountain Capital Management, LLCMunex360 / Victoire Capital HoldingsDucenta Squared Asset ManagementKuber FinancialAustin Capital TrustInvestment Center Advisor GroupCary Stamp & Co, Principled Wealth AdvisorsThird Lake Partners, LLCBreakout Capital, LLCMerlin SecuritiesPaladInWyoming Community Development AuthorityNortheast Investment Management, Inc.Voyage Wealth ArchitectsFairman FinancialRock River Family OfficeBorderlessActors Federal Credit UnionA-1 Financial LendingRedding Ridge Asset ManagementCBI TeamILUS International IncArcane IndustriesOne Republic, Inc. DBA One Republic MortgageAnalyst HubMadan+AssociatesPatriot Mortgage LLCOpenbiz.ioSecurance FinancialPathfinder Wealth AdvisorsDayMet Credit UnionNobleBank & TrustBCI - Brokerage Consultants IncMFO MANAGEMENT COMPANYINO.com, Inc.Atlantic-Pacific Processing Systems NV, Corp.Worthington Financial PartnersJumpScaleMain ManagementCornerstone Advisors Asset Management, LLCModoc Tribe Financial Services AuthorityGARCIA HAMILTON & ASSOCIATES, L.P.ModoGF Capital Management & Advisors, LLCCounsel FinancialAramar Capital Group, LLCVirgil Quantitative ResearchOxford FundsATIFHopewell Federal Credit UnionMeijer Credit UnionPSE Credit UnionTelos Capital Management, Inc.Flex Payment SolutionsStone Rudolph & Henry, PLCIntegrity Viking FundsADMIN Partners, LLC.Greenlight CapitalBLX Group LLCBayport FundingMilberg Factors, Inc.Optimum Interactive USAGuidedChoiceSIMaBPS WorldwideGateway Investments, LLCLakefront FuturesAuto Drive OneHomegrown Financing, Inc.The Finance SocietyPhysician Wealth AdvisorsKigoSYnthesisCorrado Financial GroupVermillion Financial AdvisorsGoldStar Trust CompanyBlueLake Wealth AdvisorsCendrowski Corporate AdvisorsNational Auto Lenders IncBrighton SecuritiesEmber FundLBC MortgageInstitute for Financial IntegrityWelcomeLendRegal Credit ManagementMontgomery Financial, LLCThe Yuba GroupMaxus Plan SolutionsMomentous Financial PartnersFiadoVision Home MortgageAlpha Cubed Investments, LLCTEMPOE
Software
- HumanitruArrow LabsSightlogixiLabor NetworkVForce InfotechSmart Church SolutionsTruewindVasitumEnthu.AI3AM InnovationsCatalyst Repository SystemsEntribCollege PulseAkkuAI InsuranceAdsGency AI (Techstars '23)Spotbus IncPrinceton TMXGridscape SolutionsCrispin Corporation, A Sony Group CompanyOcius TechnologiesAccuPay, Inc.AplicorOutbound AIDock HealthBrain Star technologiesCISYS LifeSciencesDealMachine for Real EstateConnected LivingQonversionFuseBase (formerly Nimbus)CloudFilesSkyhookWeSuiteTraCorpGap CloudPicky Assist IncProdPerfectOneRoomMarginPointAlagzoo CorpXobinnivioSyncapseCrushpathMVRKDyspatchSoraSwrveAttensityShiflMovik NetworksOrderSnappIshi Systems Inc.Analyst HubPhillyTechDevCimcor, Inc.DataSynapsePrelaunch.combarcodeOxford Management Consulting ServicesTHoughtlyKonnech Inc.Ineda SystemsCiresonCalypto Design SystemsTRUESPOT - It Starts with Location...RetrotecElectroTempoDuprThe Intelligence Exchange40GRIDAVAWATZkēlaHealthKanarysAmplifier SecurityKromeonActify, Inc.AnitianPigeon (YC W23)FoodLogiQBenaissanceQuikServe SolutionsSPeakeasygravityAICR-TTexAuClearCareKoxaeChalkdbaPlatformChartLogicSoundcheckEZLOGZKlicklyCGCircuit, LLCFennelMy Business MatchesSolvoPursue Today
FinTech
- HumanitruTruewindHapi AppKuber FinancialMerlin SecuritiesBorderlessLunarCrushVollyModoNeoSwapSquareOne CapitalHealNowPaperworkEmber FundTEMPOELighter CapitalCollective2FormPiperINTERSTELLARCube GroupForecastrEdge FocusMagnaAVokaVeriSmartFairBankCuracel (YC W22)Quicket SolutionsTrupayNAZCAShoptakiForte Global, Inc.LearnVestMifos InitiativeHappy TaxLendUpLendingStandardSpring Free EVSaverLifeAdaptive Investment Solutions, LLCCircleUpInvoice2goCredit MountaingiddyCampusLogicmPuraRAZE FintechUppLabs LLCFinmarkBridgeport Financial TechnologyCAcheHiatusImmediateSMBXUpstockHi2 GlobaleProdigy FinancialAtom FinanceStudent Loan HeroXisfoSweetbridge, Inc.FenrisChelloScivantageCanopy Financial Technology PartnersRaincoatTapppFinOptSysEQUITYMULTIPLEAlgoseek, LLCUnifimoneyXUP PaymentsMedxoomPAthNeck.appLendhaCacheflowTurning Point JusticeAbacavlinderSimpleeFIntelChange MachineThe Venture CenterYardlineSDS Capital GroupAboundDiamante BlockchainAvatar Financial GroupETFLogicSaveDaily®GoldfinchBudget BetterWebster Equity PartnersAdvicent – now part of InvestCloudBentoReserve TrustDasceqMemberHubBinaryx
Finance
- Stand Together Ventures LabDakota Venture GroupAccuPay, Inc.Ducenta Squared Asset ManagementCornerstone National InsuranceThird Lake Partners, LLCAtidotMerlin SecuritiesCWD Real Estate InvestmentWyoming Community Development AuthorityUnion Square VenturesRock River Family OfficeStride Consumer PartnersSunset Strategic BrandsALTIMain ManagementCounsel FinancialAnthony Brunson PAOxford FundsADMIN Partners, LLC.GuidedChoiceSquareOne CapitalCorrado Financial GroupBrighton SecuritiesVision Home MortgageTEMPOEIU VenturesBoston Harbor AngelsViscogliosi BrothersSlingshot FinanceMVTRACCollective2Caduceus Capital Partners, LLCA+ Mortgage Services, Inc. NMLS#259353MagnaBetter Rate MortgageEB5 UNITED OKEECHOBEE, LLCHealth Insurance InnovationsChaos Home Loans LLCSole Source Capital LLCCitrine AngelsThe Cascade365 Family of CompaniesMagic-Wrighter, Inc.Dalmore GroupVida Ventures, LLCCathay InnovationMediPay Compliance ConsultantsHUmaACR & CompanyForte Global, Inc.EII Capital Management, Inc.BlueBird, CPAsEnhanced Software Products, Inc. (ESP)Fulling Management & Accounting, Inc.Top Flight FinancialLendUpClarus CapitalFirst National Bank of NWAInvesting DailyGreat Rock CapitalBluePath FinanceSaverLifeAIC Capital, LLCIntersouth PartnersSoftware Solutions Inc.Adaptive Investment Solutions, LLCCommercial Capital BankNoble Gold InvestmentsGlobal Equity FinanceBoxley GroupRayhons FinancialFundRxCredit MountainSlabCampusLogicDiTRONICS Financial ServicesAmplifi LabsSaasAntStation 31 PartnersKulzer & DiPadova, P.A.Gems N LoansFinmarkAccountingproseRedwood FinancialCAcheThe Tuttle Group at CrossCountry MortgageDW PartnersBenefit SolutionsSymbex CompaniesArcher Investment CorporationImmediateBudgytValueScopeRanger Investment ManagementEdvisorsDominion Leasing SoftwareMidwestern SecuritiesAGMSSuperstateFirst National Bank of Absecon
Asset Management
- Ducenta Squared Asset ManagementAnthem DevelopmentHavensight Consulting Group, LLCFlock HomesICV PartnersEfficient AdvisorsCooper Street CapitalThe Martin Group of CompaniesRheaplyEastern Real EstateHatter & Associates, LLPInstitute for State EffectivenessBecTech, Inc.ClearBridge Compensation GroupStation 31 PartnersHealthCare Royalty PartnersHein Park Capital Management LPFour Tower, LLCDW PartnersNewsCatcherDBR & COCM Squared, Inc. - Architectural Design & ConsultingAtlantico Capital Partners LLCBenefit Bank DistributorsPerformance Consulting Associates Inc.FlexFundsSource One Environmental USA (S1E)Locust Point Capital, Inc.ADR Preferred Business PropertiesWexford Capital LPWilson MeanyAnchor TechnicalBelpointeHagler Systems, Inc.Permex PetroleumETFLogicCastellan Real Estate PartnersOld North State TrustRepublic Capital Group.Leonardo247, Inc.The Kislak OrganizationBRPS Title LLCReal Team RealtyCrawford Investment CounselHaraAvery HallDOOR VenturesPORT 32 MarinasRedRidgeTST InfrastructureVELA Investment Management, LLCManageStarGCAM | Global Cultural Asset ManagementDouglass Winthrop Advisors LLCWindquest GroupFocused Wealth ManagementMiro AILDS INVESTMENTSCapital Recovery Group, LLCOberland CapitalABR Capital PartnersInspektlabsKey Services, Inc.Newcastle Aviation, LLCPugh Capital Management, Inc.KryptoGOOne River Asset ManagementAustin Trust CompanyAGM Real Estate GroupSpeedmedia, Inc.Field IntelligenceNew Mexico Association of REALTORS®Pantzer Properties, Inc.Jumbo Capital Inc.Solomon PageBrown Capital ManagementOkapiBadgley Phelps Wealth ManagersFDI - Gerenciadora de PatrimoniosWISER SystemsMidwest Asset Acceptance GroupGrass River PropertySCOPIA INTERNATIONAL LTDPallas Capital AdvisorsWitness InvestmentHedonovaDelco DevelopmentNuestra Comunidad Development CorporationEnduring VenturesMetrosoftNew Standard Equities, Inc.NEERThe Martino GroupThe Jacobson CompanyCartegraphKKM FinancialCanter WealthSouth Coast Commercial, Inc / CORFAC InternationalData VistaARTISAN Capital Group
Wealth Management
- Porter White & CompanyMadison Global Partners, LLCGoelzer Investment ManagementEdge FocusKPP FinancialVyzerGlobcal InternationalEagle Rock, A Greenberg & Rapp CompanyChicago Partners Wealth AdvisorsSFMG Wealth AdvisorsBenefit Bank DistributorsBeck Bode, LLCEQUITYMULTIPLEBelpointeCreative Wealth ManagementETFLogicOld North State TrustRepublic Capital Group.McGinty Road PartnersResource Consulting GroupFour Points Capital Partners, LLCMount Yale Capital GroupVELA Investment Management, LLCTranscend Capital AdvisorsVigilant Wealth ManagementLongboard Asset ManagementTownSquare CapitalRetirement Planning SpecialistsDaizyThe Lovins GroupFocused Wealth ManagementMoody Insurance WorldwideBenedetti, Gucer & AssociatesLDS INVESTMENTSContinuity Family Business ConsultingFiComm PartnersIPX RetirementCROSBY & HENRY, INC.Ardmore Banking Advisors, Inc.The Paskin GroupAustin Trust Company22nd State BankAcorn Financial ServicesBrown Capital ManagementBadgley Phelps Wealth ManagersCompass Ion AdvisorsKathmere Capital ManagementFinTech AutomationAFS Financial Group, A HUB International CompanyPallas Capital AdvisorsSportstars, Inc.Auctus Capital PartnersLinkwell HealthEnduring VenturesExirioLifeYieldHigh Point Capital Group Planning & Wealth ManagementMcLean Asset ManagementGA GLOBAL MARKETS, LLC2DOLife.comWT Wealth ManagementRimrock Capital Management, LLCKKM FinancialCanter WealthFortis Capital AdvisorsAlkymiLifeLine Financial GroupClients First FinancialCareReview, Inc.PeachCapOne Financial ServicesIrenic Mayfair LLCtru IndependenceJacques FinancialTransform WealthBerman McAleer, LLCInvstSecfiDSWD Fosters HopeYieldXWentworth Management ServicesWoodforest Wealth StrategiesPreserve GoldSABRE Financial Services, LLC.Harness WealthRMR Wealth Builders, Inc.Causey Demgen & Moore P.C.Financial GravityGary R. Bozel & Associates, P.A.Astira Capital PartnersCruise & AssociatesCitizen Advisory GroupSaint Joseph InternationalMinutemen Fixed Income FundMonte Financial Group LLCBanyan Hill PublishingKudu Investment Management, LLC.The Welch GroupWellthiGries Financial Partners