CapStack

CapStack is a fintech company in San Francisco, United States, founded in 2023. It has raised $12.0M across 2 rounds, most recently a $6.0M Seed in March 2024.

Capstack Technologies

Employees
11–50
Founded
2023
Business Model
B2B
Total Funding
$12.0M
Last Round
$6.0M SeedMar 2024
Rounds
2

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

Indexed holds 2 funding rounds and 3 investors for this company. The full record is or through the API.

About

Capstack Technologies operates a digital bank-to-bank loan marketplace that lets banks and credit unions trade loan participations, access liquidity, and reduce portfolio concentration risk through a national network of buyers and sellers. The platform breaks down geographic, operational, and data silos between financial institutions, combining marketplace, loan servicing, and portfolio analytics tools with real-time communication in one secure system. As of its latest reporting, Capstack has facilitated over $2 billion in assets on the platform across more than 200 registered banks and credit unions, and counts Citi Ventures among its investors.

Summary

It lists 11–50 employees. It has raised $12.0M in total across 2 rounds, most recently a $6.0M Seed round in Mar 2024. Investors include Citi Ventures, Trajectory Ventures and Fin Venture Capital.

Tech & App Stack

6 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.

Funding History

Data from Indexed.vcUpdated
SeedSeed RoundMar 2024
$6.0M

Sign up to see all 2 events

Funding: Pre-Seed through Seed. Amounts, valuations, and investors where available.

Investors

Similar Companies

Stripe

Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...

South San Francisco, United States5001–10000Banking, Fintech
Series G+Total funding$8.8BMar 2023
FNZ

FNZ provides a global wealth management platform that combines technology, investment operations,...

London, United Kingdom5001–10000Financial Services, Fintech
Private EquityTotal funding$4.0BSep 2026
Ellie MaeAcquired

Ellie Mae is a leading provider of technology solutions for the mortgage industry.

Pleasanton, United States1001–5000Fintech, SaaS
Private EquityTotal funding$3.7BFeb 2019
Ramp

Ramp provides an AI-powered spend management platform that combines corporate cards, expenses, ac...

New York, United States1001–5000FinOps, Fintech
Series FTotal funding$2.6BJun 2026
I
insightsoftware

insightsoftware is a global provider of financial reporting, budgeting, BI, and EPM software solu...

Raleigh, United States1001–5000Fintech, SaaS
Private EquityTotal funding$2.0BJan 2024
Ultimus Fund Solutions

Ultimus provides fund administration and investment operations solutions for advisors and fund ma...

Cincinnati, United States1001–5000Fintech, SaaS
Private EquityTotal funding$2.0BApr 2025

Your company? Embed this profile

Add the live badge to your site — it stays current as your funding data updates.

CapStack on Indexed.vc
<a href="https://indexed.vc/companies/capstack"><img src="https://indexed.vc/api/badge/company/capstack" alt="CapStack on Indexed.vc" width="260" height="76" /></a>