`

CapSync

Financial Services

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About CapSync

What does Capsync do?+

CapSync is a cloud-based platform designed for comprehensive management of real-time, digital personal financial statements and monitoring of both personal and business financial activities. The application facilitates seamless collaboration with spouses, wealth management teams, tax professionals, and financial institutions. Additionally, it features an investor accreditation portal to streamline verification services, enabling users to access private placement opportunities to diversify their portfolio. CapSync also provides credit reporting, credit monitoring, and identity protection services. Its secure file management system ensures the centralization of all financial data and documents, offering users a robust and secure environment for managing and sharing their financial information...

What is Capsync's industry? +

Capsync operates in the Financial services industry.

What is Capsync's revenue? +

Capsync's revenue is 11m - 100m

What is Capsync's company size? +

Capsync has 11 - 50 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.