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CAP Partners
AddedFeb 16, 2024
UpdatedJun 28, 2026
CAP Partners

CAP Partners

Operating

CAP Partners: Guiding individuals towards effective financial management and planning.

Location
Franklin, TN, US
Founded
1998
Firm
Compare
Portfolio
Employees
Website

CAP Partners specializes in financial planning and investment strategies, focusing on guiding individuals and families towards effective financial management. The firm operates primarily in Tennessee and surrounding areas, offering customized financial plans tailored to each client's unique goals for retirement and life.

As independent advisors and fiduciaries, CAP Partners prioritizes client trust and service. The firm has demonstrated interest in fintech startups, as evidenced by their investment in iQuantifi, a financial planning platform. This seed-stage investment showcases CAP Partners' commitment to supporting innovative solutions in the financial services sector.

CAP Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Seed1 (100.0%)

Stage Mix

Seed 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

iQuantifi logo

iQuantifi

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CAP Partners - Classification

Also Known As
  • CAP Partners, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 12 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end