CapSync
Empowering Financial Decisions with Real-Time, Verified Data
20 employees · est. 2023 · Los Angeles, United States
Centrix Wealth Partners
Our principal belief is that everything begins with a well-designed financial plan.
6 employees · Houston, United States
CapSync is the larger of the two.
Side-by-Side Comparison
| Metric | CapSync | Centrix Wealth Partners |
|---|---|---|
| Founded | ||
| Founded | 2023 | Not tracked yet |
| Headquarters | ||
| Headquarters | Los Angeles, United States | Houston, United States |
| Employees | ||
| Employees | 20 larger | 6 |
| Industry | ||
| Industry | Finance, Fintech, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Portfolio Management, Cloud-based Tool, Financial Institutions, Tax Professionals | Financial Planning, Investment Advisory, Retirement Planning, Securities, Investment Mentor, Legacy Planning, Financial Guidance, Estate Planning, Raymond James Financial Services, Financial Advisor, Tax Regulations |
| Website | ||
| Website | capsync.com | centrixwp.com |
About CapSync
CapSync is a promising startup offering a comprehensive cloud-based platform for portfolio management and collaboration within the financial world. The company's slogan, "Your Finances, Connected and Empowered," reflects its mission to empower users through seamless financial management. Established...
About Centrix Wealth Partners
Centrix Wealth Partners is a financial services and wealth management startup based in the United States. The company's core belief revolves around the significance of a well-designed financial plan. They emphasize meticulous attention to detail and addressing any overlooked gaps in the financial pl...
We will tell you when either one moves
BounceWatch watches CapSync and Centrix Wealth Partners for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at CapSync and Centrix Wealth Partner... — by email.
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Compiled from the BounceWatch company index. We last looked at CapSync on 14 Sep 2024, and Centrix Wealth Partners on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.