
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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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...
Capsync operates in the Financial services industry.
Capsync's revenue is 11m - 100m
Capsync has 11 - 50 employees.
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