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Capital Insight

About Capital Insight

Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors. The firm serves clients with a broad range of financial planning needs including global multi-asset class portfolio management, legacy planning, charitable strategies, and risk management.

Min project size

50,000+

Hourly rate

50 / hr

Employees

12

Locations

United States

Year founded

Founded 2008

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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