Investor insights
Sectors invested in
Impact investing1
Financial Services1
Venture Capital1
Hedge Funds1
Funding rounds participated in
$5M sweet spot round size
Most of their 1 investments are in rounds between $5M and $5M
Basic info
Industry
financial services
Sectors
Financial Services
Index investing
Wealth management
Financial advisors
Direct indexing
Tax-loss harvesting
Tax economics
Institutional investing
Socially responsible investing
Custom SMAs
Insurance
FinTech
Factor-tilt strategies
ESG
Value-aligned investing
Information Technology
Date founded
1999
Investments made
C
CapShift raised $5M on August 23, 2021
Investors: The Heron Foundation, Spring Point Partners LLC, Impact Investors, Gratitude Railroad, Brazen Impact, The Grantham Foundation for the Protection of the Environment and Aperio Group LLC