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CapAcuity

www.capacuity.com

 
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million
  • www.capacuity.com
  • 300 International Parkway
    Lake Mary, FL USA 32746
  • Phone: 407.949.6889

Executives

Name Title Contact Details
Thomas Cook
 Chief Technology Officer Profile

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InvestCloud

InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.