Capitect

Private

Los Angeles, CaliforniaFinTechhttps://www.capitect.com/

Company Overview

Capitect is a financial technology company that provides a SaaS platform for financial advisors, offering performance reporting, client billing, and portfolio rebalancing tools.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Non-AI

Keywords

portfolio management softwareRIA softwareregistered investment advisorRIAwealth management softwareinvestment rebalancingbilling automationclient reportingwealthtechback-office automationaccount aggregationSaaS platformfinancial advisor toolsportfolio rebalancingAUM

Historical Pricing

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Caplight Momentum Score

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Capitect Comparables

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Capitect comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Advyzon	89%
Panoramix	88%
Blueleaf Wealth, Inc.	88%

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Capitect Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Edwin Choi

Co-Founder and CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

Oct 27, 2024
Monthly visitors increased 68% MoM.

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Capitect Filings

SEC and related filings with document metadata.

Data table
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Capitect Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersLos Angeles, California

Employee Range20

Year Founded2014

Last Funding—

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