Capitect Inc
Legal Name: CAPITECT, INC.
Other Info
CAPITECT, INC., a Delaware-based company, has been approved by the U.S. Securities and Exchange Commission (SEC) since January 2017. With a small advisory team of four employees, the company continues to grow and expand its client base, although it remains unknown how many clients they are currently serving.
Capitect - Modern Performance Reporting, Billing, and Rebalancing For Advisors
Capitect offers modern performance reporting, client billing, and personalized portfolio rebalancing software.
Direct Owners
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EDWIN MYUNG CHOI
CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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GREGORY LEE YEE
CO-FOUNDER owns more than 25% but less than 50%