Capital Insight Partners
Capital Insight Partners was a Scottsdale, Arizona-based registered investment advisory firm that provided wealth management and financial planning services to high-net-worth individuals and families, managing approximately $730 million in AUM prior to its January 2026 acquisition by EP Wealth Advisors.
- Company typePrivate
- Founded2008
- HeadquartersScottsdale, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Capital Insight Partners does
Capital Insight Partners was a Scottsdale, Arizona-based registered investment advisory firm founded in 2008 that provided personalized wealth management and financial planning services to high-net-worth individuals and families. The firm offered investment management, retirement planning, estate planning, tax planning, and business planning services through a team of nine professionals, including co-founder Susan C. Anastasiadis. At the time of its acquisition, Capital Insight Partners managed approximately $730 million in client assets under management (AUM).
The firm generated revenue through asset management fees structured as a recurring percentage of AUM, a standard RIA revenue model. Its go-to-market was primarily referral-based, relying on direct advisory relationships with affluent clients in the Arizona and broader Southwest U.S. market. The firm operated as a small boutique wealth manager without disclosed proprietary technology, mobile applications, or third-party platform dependencies; service delivery was relationship-driven rather than technology-led.
On January 6, 2026, Capital Insight Partners was acquired by EP Wealth Advisors, a California-based registered investment advisory firm, marking EP Wealth's first acquisition of 2026 and its second Arizona acquisition within a month (following Clearview Wealth Advisors in December 2025). Following the acquisition, the firm's nine-person team joined EP Wealth's Arizona operations, with existing clients gaining access to EP Wealth's broader suite of services including family office capabilities, expanded financial planning resources, and additional investment offerings. The firm no longer operates as an independent entity.
Capital Insight Partners firmographics
Firmographics- Name
- Capital Insight Partners
- Legal name
- Capital Insight Partners
- Website
- https://cipinvest.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Capital Insight Partners was a Scottsdale, Arizona-based registered investment advisory firm that provided wealth management and financial planning services to high-net-worth individuals and families, managing approximately $730 million in AUM prior to its January 2026 acquisition by EP Wealth Advisors.
- Ownership category
- akta.pro rank
Capital Insight Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Capital Insight Partners is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Capital Insight Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Asset Management Fees: Capital Insight Partners generated revenue through asset management fees based on assets under management (AUM). The firm managed approximately $730 million in client assets, with fees typically charged as a percentage of AUM.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Capital Insight Partners product offering
Product offeringCore offering
Capital Insight Partners was a Scottsdale, Arizona-based wealth management firm that provided personalized investment management, financial planning, retirement planning, estate planning, and tax planning services to high-net-worth individuals and families. The firm managed approximately $730 million in client assets under management through a team of nine advisors, charging fees as a percentage of AUM. Following its acquisition by EP Wealth Advisors in January 2026, the team's clients gained access to an expanded suite of family office, financial planning, and investment services.
Product overview
Capital Insight Partners was a Scottsdale, Arizona-based wealth management firm that provided personalized financial planning and investment management services to high-net-worth individuals and families. The firm managed approximately $730 million in assets under management and employed nine professionals, including co-founder Susan Anastasiadis. Following its acquisition by EP Wealth Advisors in January 2026, Capital Insight Partners' operations and team were integrated into EP Wealth's Arizona operations, with existing clients gaining access to EP Wealth's expanded suite of financial services including family office services, financial planning, retirement planning, investment management, estate planning, tax planning, and business planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Quantifiable outcome
- $730 million in assets under management
Companies that use Capital Insight Partners
Customer profileSegments1 record
Ideal customer profiles1 record
Capital Insight Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Capital Insight Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorscoreEP Wealth Advisors acquired Capital Insight Partners on January 6, 2026. The Scottsdale-based firm managing $730 million in AUM became part of EP Wealth's expanding regional presence in the Southwest. Nine professionals including co-founder Susan Anastasiadis joined EP Wealth's Arizona operations, bringing expanded planning resources and investment capabilities to existing clients. This was EP Wealth's first acquisition of 2026 and second Arizona acquisition within a month following the December 2025 purchase of Clearview Wealth Advisors.
Scale indicators2 records
Recent moves3 records
Expansion highlights3 records
Capital Insight Partners competitors and assessment
Company assessmentDirect peers
- EP Wealth Advisors: California-based registered investment advisor with 63 locations across 23 states that acquired Capital Insight Partners. Offers the same comprehensive wealth management, financial planning, retirement, and estate planning services to HNW individuals and families.
Broad incumbents
- Focus Financial Partners: Leading RIA consortium that partners with high-quality independent wealth management firms. Highly comparable business model — recurring AUM-based fees, HNW client focus, and a roll-up consolidation strategy similar to the one that absorbed Capital Insight Partners.
- Hightower Advisors: National RIA platform serving HNW individuals, families, and institutions with comprehensive financial planning and investment management. Directly comparable service offering and recurring AUM-based revenue model.
- Mariner Wealth Advisors: Large national RIA offering financial planning, investment management, retirement, estate, and tax planning to HNW clients. Direct competitor in the comprehensive HNW advisory space.
- Mercer Advisors: National RIA specializing in HNW wealth management, financial planning, and estate planning with a strong acquisition-led growth strategy. Highly comparable in service breadth and target client segment.
- Creative Planning: Large independent RIA providing comprehensive wealth management, financial planning, and tax services to HNW individuals and families nationwide. Comparable in scale, service mix, and recurring AUM-based revenue model.
- Carson Group: RIA and coaching platform serving financial advisors and their HNW clients with investment management, financial planning, and practice management support. Similar HNW focus and recurring fee model.
- Wealth Enhancement Group: Independent RIA platform serving HNW individuals with comprehensive financial planning and investment management. Aggressive acquisition strategy in the HNW RIA space comparable to Capital Insight Partners' deal context.
- Edelman Financial Engines: Large national RIA offering wealth management, financial planning, and retirement planning to HNW individuals and families. Comparable service offering, recurring AUM fees, and HNW client base.
Regional players
- TrueWealth Advisors: Scottsdale/Arizona-based RIA providing personalized wealth management to HNW individuals and families in the Southwest. Closest geographic peer with overlapping Arizona market and similar HNW service offering.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Capital Insight Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capital Insight Partners leadership team
Management profileNumber of profiles
Profiles5 records
Capital Insight Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capital Insight Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capital Insight Partners
What does Capital Insight Partners do?
Capital Insight Partners was a Scottsdale, Arizona-based wealth management firm that provided personalized investment management, financial planning, retirement planning, estate planning, and tax planning services to high-net-worth individuals and families. The firm managed approximately $730 million in client assets under management through a team of nine advisors, charging fees as a percentage of AUM. Following its acquisition by EP Wealth Advisors in January 2026, the team's clients gained access to an expanded suite of family office, financial planning, and investment services.
Is Capital Insight Partners a public or private company?
Capital Insight Partners is a private company. It is classified as founder individual operated bootstrapped and is currently acquired.
When was Capital Insight Partners founded?
Capital Insight Partners was founded in 2008. It employs 1 to 10 people.
Where is Capital Insight Partners based?
Capital Insight Partners is headquartered in Scottsdale, United States, in the North America region.
How does Capital Insight Partners make money?
One revenue line is on record: asset Management Fees.
Who are Capital Insight Partners's main competitors?
EP Wealth Advisors is listed as a direct peer. Broad incumbents are Focus Financial Partners, Hightower Advisors, Mariner Wealth Advisors, Mercer Advisors, Creative Planning, Carson Group, Wealth Enhancement Group and Edelman Financial Engines. TrueWealth Advisors is listed as a regional player.
Does Capital Insight Partners have an API?
No public API is recorded for Capital Insight Partners.
What industry is Capital Insight Partners in?
Capital Insight Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.