Capital Insight Partners
Investment Management • 
Scottsdale, Arizona, United States • 11-20 Employees
Company overview
| Headquarters | 7328 E Deer Valley Rd, 105, Scottsdale, Arizona 85255, US |
| Phone number | +14802957100 |
| Website | |
| NAICS | 5231 |
| SIC | 679 |
| Keywords | Retirement Planning, Financial Planning, Investment Strategy, Investment Insights, Global Investment Management |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contact at Capital Insight Partners
Mary Meyer
Managing Director
Capital Insight Partners Email Formats
Capital Insight Partners uses 3 email formats. The most common is {first initial} (e.g., j@capitalinsightpartners.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@capitalinsightpartners.com | 87.5% |
{first name} | john@cipinvest.com | 12.5% |
About Capital Insight Partners
Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors. The firm serves clients with a broad range of financial planning needs including global multi-asset class portfolio management, legacy planning, charitable strategies, and risk management. As one of the largest Arizona-based independent investment managers, Capital Insight Partners helps clients across the country navigate changing markets and plan for life’s inevitable turns. Since 2008, our firm has developed a broad suite of services: providing retirement and estate planning, personalized investment management, and managing separately managed accounts. Investment advisory services are offered through Capital Insight Partners, LLC an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. M.S. Howells & Co and Capital Insight Partners, LLC are not affiliated. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Capital Insight Partners, LLC may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co. nor Capital Insight Partners, LLC provides legal or tax advice. Check the background of the investment firm on SEC’s https://adviserinfo.sec.gov/.
Capital Insight Partners revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Capital Insight Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Capital Insight Partners has never raised funding before.
Capital Insight Partners Tech Stack
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