Capitect
Valuation
$5.9M
2025 Revenue
$2M
Funding
$0
Team
18
Founded
2014
How Capitect grew Capitect to $2M revenue with a 18 person team in 2025.
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.
Last updated
Capitect Revenue
In 2025, Capitect's revenue reached $2M. Since its launch in 2014, Capitect has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2025 | Capitect Hit $2m revenue in September 2025 |
| 2014 | Launched with $0 revenue |
Capitect Valuation, Funding Rounds
Capitect's most recent disclosed valuation is $5.9M.
Capitect is a bootstrapped SaaS startup. Founded in 2014, Capitect has grown to $2M in revenue without raising any venture capital or outside funding.
As a self-funded SaaS company, Capitect has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Capitect Employees & Team Size
Capitect employs approximately 18 people as of 2026.
Capitect has 18 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2025 | Reached 18 employees (September 2025) |
Customers
We do not have customer count information for Capitect yet.
Frequently Asked Questions about Capitect
What is Capitect's revenue?
Capitect generates $2M in revenue.
How much funding does Capitect have?
Capitect raised $0.
How many employees does Capitect have?
Capitect has 18 employees.
Where is Capitect headquarters?
Capitect is headquartered in Pasadena, California, United States.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .