Investor insights
Sectors invested in
Hedge Funds1
Financial Services1
Venture Capital1
Impact investing1
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
Wealth Management
Financial Services
Finance
Consulting
Date founded
2014
Investments made
C
CapShift raised $5M on August 23, 2021
Investors: The Heron Foundation, Spring Point Partners LLC, Gratitude Railroad, Aperio Group LLC, Brazen Impact, The Grantham Foundation for the Protection of the Environment and Impact Investors