CapShift

Financial ServicesMassachusetts, United States11-50 Employees

CapShift operates within financial services with a focus on impact investing, offering a platform and related solutions designed to scale across major financial, charitable, and corporate institutions. The company supports its partners through the entire process—from attracting client interest to making allocations—relying on its expertise and technology to identify opportunities, engage clients, and simplify investing. Its platform serves individuals and families seeking aligned impact opportunities, financial advisors sourcing rigorously researched options, and donor advised fund providers needing a customizable turnkey solution for impact investing and recoverable grants.

Based in Newton, Massachusetts, CapShift positions itself as a mid-sized firm focused on delivering impact-focused investments and services. A notable recent development is the 2024 launch of Research Engine, which gives users access to over 900 private impact investments with accompanying analysis and ratings.

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