CapAcuity
CapAcuity is a US-based executive benefits consulting and asset management firm specializing exclusively in non-qualified deferred compensation plans for corporate plan sponsors, delivering integrated ALM, funding, and hedging services via proprietary technology and Fidelity partnership.
- Company typePrivate
- Founded2019
- HeadquartersLake Mary, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CapAcuity does
CapAcuity is a US-based executive benefits consulting and asset management firm specializing exclusively in non-qualified deferred compensation (NQDC) plans for corporate plan sponsors. Operating through three affiliated entities — CapAcuity, LLC (SEC-registered investment advisor), CapAcuity Securities, Inc. (FINRA-member broker-dealer), and CapAcuity Consulting, LLC — the firm delivers an integrated suite spanning plan analysis, funding optimization, risk management, fee transparency, and ongoing asset/liability management. Its proprietary technology stack includes a custom Asset/Liability Management system that ingests daily liability values from recordkeepers and asset data from trustees, custodians, TRS counterparties, and insurance carriers, enabling real-time imbalance identification and cost-tax-efficient rebalancing, complemented by proprietary financial models for evaluating COLI, mutual fund, and Total Return Swap strategies.
The firm serves institutional clients exclusively — primarily Fortune 500 corporations and banks — through direct enterprise sales and a channel of financial advisors, benefit consultants, and retirement plan advisors. A longstanding strategic partnership with Fidelity supports joint delivery of fully automated integrated ALM services, while a partnership with Atlas Financial Partners (administering $6B+ in TRS hedges) extends hedge administration capabilities. CapAcuity earns revenue through multiple streams: investment advisory fees (asset-based, with offset against product compensation), broker-dealer commissions and trails, fee-based consulting engagements, and supplemental insurance product compensation. Founded via the 2019 merger of CapAcuity and Westport Strategies, the firm operates from offices in Lake Mary FL (headquarters), Braintree MA, and Latham NY, with a team of approximately 25 professionals — many of whom previously held senior roles at Newport Group, Prudential, Willis Towers Watson, and Principal Financial Group.
CapAcuity firmographics
Firmographics- Name
- CapAcuity
- Legal name
- CapAcuity, LLC
- Website
- https://capacuity.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CapAcuity is a US-based executive benefits consulting and asset management firm specializing exclusively in non-qualified deferred compensation plans for corporate plan sponsors, delivering integrated ALM, funding, and hedging services via proprietary technology and Fidelity partnership.
- Ownership category
- akta.pro rank
CapAcuity industry classification
Industry- Product category
- Executive Benefits Consulting and Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Fee-Based Advisory (FSAEAAAM), Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where CapAcuity is headquartered
LocationHeadquarters
- HQ city
- Lake Mary
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
CapAcuity business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: As an SEC-registered investment advisor, CapAcuity charges advisory fees for investment advisory services. In some arrangements, advisory fees may be reduced by applying an offset equal to certain product-based compensation received.
- Broker-Dealer Commissions: CapAcuity Securities, Inc. (member FINRA) receives compensation for the sale of investment products, including commissions, asset-based trail commissions, service fees, and marketing fees including conference sponsorships.
- Consulting Fees: Fees received for consulting services provided for services not deemed securities and investment advisory activities. Compensation is fee-based, disclosed, and paid directly or indirectly by the plan sponsor.
- Insurance Product Compensation: Supplemental arrangements with insurance companies may provide additional revenue based on premium or cash value of policies placed, in exchange for administrative and client support services. May include compensation related to technological development and support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Multi-year contract | Fee-Based Consulting Services |
| Subscription | Annual | Asset-Based Advisory Fees |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
CapAcuity product offering
Product offeringCore offering
CapAcuity is an executive benefits consulting and asset management firm that helps corporate plan sponsors design, fund, and hedge non-qualified deferred compensation (NQDC) plans. Its consulting practice analyzes plan design, optimizes funding strategies, manages risk, and provides fee transparency, while its asset management practice delivers asset/liability management, tax optimization, funding and hedging management (including COLI, mutual funds, and Total Return Swaps), and ongoing performance reporting. Services are delivered through affiliated entities—CapAcuity, LLC (SEC-registered investment advisor), CapAcuity Securities, Inc. (FINRA member), and CapAcuity Consulting, LLC—and are restricted to institutional clients.
Product overview
CapAcuity is an executive benefits consulting and asset management firm offering a comprehensive suite of services for non-qualified plan sponsors. The company provides two core service areas: Consulting Services (including Analyzing the Plan, Funding Optimization, Risk Management, and Transparency modules) and Asset Management Services (including Asset/Liability Management, Tax Optimization, Funding & Hedging Management, and Measuring Performance modules). These integrated services work together to help plan sponsors evaluate, implement, and manage funding and hedging strategies for non-qualified executive benefit plans, with the goal of improving financial outcomes and enhancing retirement outcomes for plan participants.
Differentiator
Problem solved
Functional benefit
Companies that use CapAcuity
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
CapAcuity technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
CapAcuity partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- FidelitycoreCapAcuity has a longstanding relationship with Fidelity enabling this leading financial services firm to support customized non-qualified plan financing strategies. Together, they offer comprehensive, fully automated, and integrated asset/liability management (ALM) services designed to help alleviate burden for plan sponsors, reduce costs, and streamline plan management.
- Atlas Financial PartnerscoreStrategic partner for Total Return Swap (TRS) hedge administration and management. Atlas is the leading administrator for TRS hedges of DCP liabilities, currently administering $6+ billion for various financial institutions and corporations. They create and administer TRS hedges while CapAcuity provides comprehensive support including due diligence, implementation, and ongoing ALM correlation management.
Scale indicators1 record
Recent moves7 records
Expansion highlights5 records
CapAcuity competitors and assessment
Company assessmentBroad incumbents
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a significant employee benefits and executive compensation consulting practice. Competes with CapAcuity for corporate NQDC plan advisory and benefits consulting mandates at a meaningfully larger scale.
- MetLife: Large insurance and benefits provider with institutional investment management and executive benefits capabilities. David Baum (CapAcuity Managing Director) is a MetLife alumnus; MetLife offers COLI and group products that intersect with CapAcuity's funding strategies.
- Prudential Financial: Large incumbent offering executive benefits, group insurance, retirement, and asset management. Competes with CapAcuity on NQDC plan funding (including through its MullinTBG subsidiary) and on the institutional investment advisory side; CIO Mendel Melzer and COO Bryant Kirk are Prudential alumni.
- Principal Financial Group: Diversified financial services firm offering retirement, investment management, and executive benefits products including NQDC plan services. Bert Ward (CapAcuity Senior Consultant) is a Principal alumnus; competes on both the consulting and asset management sides.
- Willis Towers Watson (WTW): Global professional services firm with a substantial executive benefits and actuarial consulting practice serving NQDC plan sponsors. Pete Neuwirth (CapAcuity Senior Consulting Actuary) is a WTW alumnus; WTW is a much larger, diversified competitor in the same end market.
Direct peers
- Newport (Ascensus): CapAcuity's most direct competitor in NQDC plan consulting and asset management — and the firm founded by CapAcuity's CEO Peter Cahall. Now part of Ascensus, Newport serves many of the same Fortune 500 plan sponsors with a similar ALM/funding/hedging model but at significantly greater scale.
- Fulcrum Partners: Boutique executive benefits and compensation consulting firm serving corporate plan sponsors with NQDC and supplemental executive retirement plans. Tom Cook (CapAcuity VP) is a Fulcrum Financial Consultant alumnus, indicating direct overlap in client base and service offerings.
- Goldman Sachs Ayco: Subsidiary of Goldman Sachs providing executive benefits, corporate NQDC plan administration, and personalized financial planning. Mike Porter previously led non-qualified plan administration at Ayco; competes with CapAcuity for the same Fortune 500 plan sponsors.
- Clark Consulting (OneDigital): Executive benefits and non-qualified plan consulting firm, now part of OneDigital. Mike Porter (CapAcuity VP, Client Services) and Anna Miller-Goodman (CapAcuity Senior Client Service Consultant) are Clark Consulting alumni; competes directly on NQDC funding and plan administration.
- MullinTBG (a Prudential Financial company): Boutique-style NQDC plan administration and funding services firm, now a Prudential subsidiary. Competes head-to-head with CapAcuity on non-qualified plan design, COLI funding, and executive benefits consulting — CapAcuity's Director Julie Ash is a MullinTBG alumna.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CapAcuity social profiles
Digital presenceCapAcuity financial estimates
Financial estimateRevenue estimate
Valuation estimate
CapAcuity leadership team
Management profileNumber of profiles
Profiles15 records
CapAcuity subsidiaries and ownership
Company hierarchySubsidiaries3 records
CapAcuity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CapAcuity 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 CapAcuity
What does CapAcuity do?
CapAcuity is an executive benefits consulting and asset management firm that helps corporate plan sponsors design, fund, and hedge non-qualified deferred compensation (NQDC) plans. Its consulting practice analyzes plan design, optimizes funding strategies, manages risk, and provides fee transparency, while its asset management practice delivers asset/liability management, tax optimization, funding and hedging management (including COLI, mutual funds, and Total Return Swaps), and ongoing performance reporting. Services are delivered through affiliated entities—CapAcuity, LLC (SEC-registered investment advisor), CapAcuity Securities, Inc. (FINRA member), and CapAcuity Consulting, LLC—and are restricted to institutional clients.
Is CapAcuity a public or private company?
CapAcuity is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CapAcuity founded?
CapAcuity was founded in 2019. It employs 11 to 50 people.
Where is CapAcuity based?
CapAcuity is headquartered in Lake Mary, United States, in the North America region.
How does CapAcuity make money?
Four revenue lines are on record. Investment Advisory Fees are the primary driver. The others are broker-Dealer Commissions, consulting Fees and insurance Product Compensation.
Who are CapAcuity's main competitors?
Broad incumbents on record are Arthur J. Gallagher & Co., MetLife, Prudential Financial, Principal Financial Group and Willis Towers Watson (WTW). Direct peers are Newport (Ascensus), Fulcrum Partners, Goldman Sachs Ayco, Clark Consulting (OneDigital) and MullinTBG (a Prudential Financial company).
Does CapAcuity have an API?
No public API is recorded for CapAcuity.
What industry is CapAcuity in?
CapAcuity's product category is Executive Benefits Consulting and Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 52394 and its SIC code is 6282.