Capitect

IT Services and IT Consulting • Pasadena, California, United States • 11-20 Employees

Company overview

Headquarters	251 S Lake Ave, Suite 800, Pasadena, California 91101, US
Website	capitect.com
NAICS	5415
SIC	737
Keywords	Performance Reporting, Client Portal, Document Sharing, Client Billing, Rebalancing, Account Aggregation, Personalized Portfolios
Founded	2014
Employees	11-20
Socials

Key Contacts at Capitect

Edwin Choi

Co-Founder And Ceo

Greg Yee

Co-Founder

Capitect Email Formats

Capitect uses 2 email formats. The most common is {first initial} (e.g., j@capitect.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}	j@capitect.com	83.3%
{first name}	john@capitect.com	16.7%

About Capitect

Personalized 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.

Capitect revenue & valuation

Annual revenue	$400,000
Revenue per employee	$23,000
Estimated valuation?This valuation is estimated based on industry average for the IT Services and IT Consulting industry and current estimated revenues	$1,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

Capitect has 12 employees across 7 departments.

Departments

Number of employees

Funding Data

Capitect has never raised funding before.

Capitect Tech Stack

Discover the technologies and tools that power Capitect's digital infrastructure, from frameworks to analytics platforms.

Node.js

Programming languages

Nuxt.js

JavaScript frameworks

Zendesk

Documentation

Stripe

Payment processors

HubSpot Analytics

Analytics

Calendly

Appointment scheduling

Zoho

CRM

MailChimp

Google Analytics

Analytics

Google Workspace

Amazon S3

CDN

Amazon Web Services

PaaS

Frequently asked questions

Capitect is located in Pasadena, California, US.

Capitect was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Capitect has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Capitect

Edwin Choi

Co-Founder And Ceo

Greg Yee

Co-Founder

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