We have data on 22 companies that use Captools. The companies using Captools are most often found in United States and in the Financial Services industry. Captools is most often used by companies with >10000 employees and 1M-10M dollars in revenue. Our data for Captools usage goes back as far as 8 years and 10 months.
| Company | Wells Fargo & Company |
| Website | wellsfargo.com |
| Country | United States |
| Revenue | >10B |
| Company Size | >10000 |
| Company | Peerless Clothing Inc. |
| Website | peerless-clothing.com |
| Country | Canada |
| Revenue | 200M-1000M |
| Company Size | 1000-5000 |
| Company | Goldman Sachs Personal Financial Management |
| Website | unitedcp.com |
| Country | United States |
| Revenue | 200M-1000M |
| Company Size | 200-500 |
| Company | Charles Schwab |
| Website | schwab.com |
| Country | United States |
| Revenue | >10B |
| Company Size | >10000 |
| Company | First Pointe Management Group |
| Website | firstpointemanagementgroup.com |
| Country | United States |
| Revenue | 50M-100M |
| Company Size | 200-500 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| Wells Fargo & Company | wellsfargo.com | United States | >10B | >10000 |
| Peerless Clothing Inc. | peerless-clothing.com | Canada | 200M-1000M | 1000-5000 |
| Goldman Sachs Personal Financial Management | unitedcp.com | United States | 200M-1000M | 200-500 |
| Charles Schwab | schwab.com | United States | >10B | >10000 |
| First Pointe Management Group | firstpointemanagementgroup.com | United States | 50M-100M | 200-500 |
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Project Portfolio Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Project Portfolio Management category, Captools has a market share of about 0.1%. Other major and competing products in this category include:
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets.
Looking at Captools customers by industry, we find that Financial Services (41%) and Investment Management (10%) are the largest segments.
65% of Captools customers are in United States and 15% are in United Kingdom.
Of all the customers that are using Captools, 24% are small (<50 employees), 10% are medium-sized and 34% are large (>1000 employees).
Of all the customers that are using Captools, 23% are small (<$50M), 5% are medium-sized and 19% are large (>$1000M).