CapSync
Financial Software · California, United States · 11-50 Employees
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Overview
Headquarters
2029 Century Park E Ste 400N, Los Angele...Website
www.capsync.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About CapSync
CapSync is a real-time personal financial statement and collaboration platform designed for advisors, CPAs, and estate planners. The platform automates client data collection and provides real-time financial insights, enabling smarter, data-driven decisions. CapSync offers services such as private client bookkeeping, credit report insights, and integrated business insights, all aimed at empowering financial professionals to deliver precise planning and informed strategies. With access to over 20,000 financial institutions, CapSync ensures secure and compliant financial data management for its clients.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
CapSync
<$5M
11-50
Private
-
2022
N/A
CapSync Tech Stack
A closer look at the technologies used by CapSync
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Hiring Plans
CapSync has more open roles in Information Technology than it has had at any time in the past 6 months. Areas of expertise include: Computer Science, Node.js (Javascript Library), Full Stack Development, JIRA, and React.js (Javascript Library).
Hiring Plans
Open Position
Hiring Plans
CapSync has more open roles in Engineering & Technical than it has had at any time in the past 12 months.
Hiring Plans
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Frequently Asked Questions Regarding CapSync
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CapSync is a real-time personal financial statement and collaboration platform designed for advisors, CPAs, and estate planners. The platform automates client data collection and provides real-time financial insights, enabling smarter, data-driven decisions. CapSync offers services such as private client bookkeeping, credit report insights, and int... Read More
