CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient financial decision-making.
| Website | https://www.capsync.com/ |
| Employees | 16 (11 on RocketReach) |
| Founded | 2024 |
| Industry | Software Development |
| Keywords | Financial Verification, Real Time Financial Data, Financial Decision Making, Data Verification Services, Financial Data Platform, Financial Institution Solutions, Financial Technology, Data Analytics For Finance, Financial Risk Management, Banking Technology, Payment Processing Solutions, Credit Scoring Solutions, Fraud Detection Systems, Compliance Solutions Finance |
| Competitors | Salesforce, ServiceNow, Zendesk Sell, Zoho, Intercom, Capacity, Help Scout, Overseas Examinations Commission, tawk.to, Kayako +48 more (view full list) |
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Laurie Henderson is the Founder and Managing Partner of CapSync.
11 people are employed at CapSync.
CapSync is based in Miami, Florida.