Insights

Growing Impact Platform CapShift offers a comprehensive impact investing platform that caters to a diverse client base including individuals, financial advisors, and charitable organizations, presenting opportunities to expand outreach to similar financial services and impact-focused firms.

Recent Innovations The launch of tools like the Research Engine and guides on sustainable investments demonstrates CapShift's commitment to providing advanced research and educational resources, indicating a potential market for partnerships with research providers and educational platforms in impact investing.

Strategic Partnerships Existing collaborations with entities such as Vanguard Charitable and Nonprofit organizations highlight potential avenues to develop joint offerings or to penetrate the philanthropic sector more deeply with tailored impact investing solutions.

Financial Growth Opportunity With revenue estimates between 10 million and 25 million and recent Series A funding of 2.7 million, CapShift is positioned for expansion, giving sales teams an opening to target expanding impact investment markets and related financial services.

Industry Alignment CapShift’s focus on impact investing aligns with broader market trends toward sustainable finance and social impact, offering sales opportunities to collaborate with organizations seeking to develop innovative impact-focused financial products.

CapShift Tech Stack

CapShift uses 8 technology products and services including jsDelivr, Open Graph, Salesforce Desk, and more. Explore CapShift's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Open Graph
    Content Management System
  • Salesforce Desk
    Customer Relationship Management
  • Apple iCloud Mail
    Email
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

CapShift's Email Address Formats

CapShift uses at least 1 format(s):
CapShift Email FormatsExamplePercentage
FLast@capshift.comJDoe@capshift.com
50%
FLast@capshift.comJDoe@capshift.com
50%

Frequently Asked Questions

What is CapShift's official website and social media links?

Minus sign iconPlus sign icon
CapShift's official website is capshift.com and has social profiles on LinkedInCrunchbase.

What is CapShift's NAICS code?

Minus sign iconPlus sign icon
CapShift's NAICS code is 52 - Finance and Insurance.

How many employees does CapShift have currently?

Minus sign iconPlus sign icon
As of December 2025, CapShift has approximately 27 employees across 2 continents, including North AmericaAsia. Key team members include Ceo & Chief Investment Officer (co-Founder): A. R.President And Coo: L. S.Managing Director, Impact-First Investments: J. P.. Explore CapShift's employee directory with LeadIQ.

What industry does CapShift belong to?

Minus sign iconPlus sign icon
CapShift operates in the Financial Services industry.

What technology does CapShift use?

Minus sign iconPlus sign icon
CapShift's tech stack includes jsDelivrOpen GraphSalesforce DeskApple iCloud MailFont AwesomeJSON-LDSwiperjQuery Validation Plugin.

What is CapShift's email format?

Minus sign iconPlus sign icon
CapShift's email format typically follows the pattern of FLast@capshift.com. Find more CapShift email formats with LeadIQ.

How much funding has CapShift raised to date?

Minus sign iconPlus sign icon
As of December 2025, CapShift has raised $2.7M in funding. The last funding round occurred on Jul 24, 2024 for $2.7M.

CapShift

Financial ServicesMassachusetts, United States11-50 Employees

Designed to scale, CapShift is the backbone of impact investing solutions across many of the world’s largest financial, charitable, and corporate institutions. Our comprehensive platform supports our partners at every step — from client interest to allocation. Rely on our expertise and technology to find opportunities, engage clients, and invest easily. 

Today, we offer an impact investing platform and suite of solutions designed for:

Individuals and families in need of an easier way to find impact investments aligned with their unique goals and preferences.

Financial advisors looking to source rigorously researched impact opportunities for their clients.

Donor advised fund providers seeking a customizable turnkey solution to bring impact investing and recoverable grants to their donors.

Together – we can invest in a better tomorrow. Come join us.

Social media disclosures: https://capshift.com/social-media-disclosures/

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $2.7M

    CapShift has raised a total of $2.7M of funding over 4 rounds. Their latest funding round was raised on Jul 24, 2024 in the amount of $2.7M.

  • $10M$25M

    CapShift's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $2.7M

    CapShift has raised a total of $2.7M of funding over 4 rounds. Their latest funding round was raised on Jul 24, 2024 in the amount of $2.7M.

  • $10M$25M

    CapShift's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.