CapShift Employee Directory

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.

Find CapShift employees' phone numbers or email addresses

CapShift Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Asia
1

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  • India
    1

CapShift's Leadership

  • Stylized image of a person
    A. R.
    Ceo & Chief Investment Officer (co-Founder)
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  • Stylized image of a person
    W. M.
    Deputy Chief Investment Officer
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  • Stylized image of a person
    J. S.
    Managing Director, Research & Advisory
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  • Stylized image of a person
    J. M.
    Managing Director, Impact Investments & Ai
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  • Stylized image of a person
    D. G.
    Managing Director, Operations & Finance
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  • Stylized image of a person
    B. K.
    Senior Director | Business Development, Impact Enablement
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  • Stylized image of a person
    H. A.
    Marketing Director
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    R. P.
    Senior Manager, Portfolios And Reporting
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CapShift Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Education
  • Entrepreneurship
  • Consultant
  • Business
  • Other

Contact profiles from CapShift

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Ceo & Chief Investment Officer (co-Founder)
    Phone icon
    United StatesMassachusetts
    Jun 03, 2026
  • Stylized image of a person
    W. M.
    Deputy Chief Investment Officer
    Phone icon
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    J. S.
    Managing Director, Research & Advisory
    Phone icon
    United StatesMassachusetts
    Apr 21, 2026
  • Stylized image of a person
    J. M.
    Managing Director, Impact Investments & Ai
    Phone icon
    United StatesDistrict of Columbia
    Jun 01, 2026
  • Stylized image of a person
    D. G.
    Managing Director, Operations & Finance
    Phone icon
    United StatesMassachusetts
    Jun 03, 2026
  • Stylized image of a person
    B. K.
    Senior Director | Business Development, Impact Enablement
    Phone icon
    United StatesMassachusetts
    Apr 21, 2026
  • Stylized image of a person
    H. A.
    Marketing Director
    Phone icon
    United StatesMassachusetts
    Apr 21, 2026
  • Stylized image of a person
    R. P.
    Senior Manager, Portfolios And Reporting
    Phone icon
    United States
    May 30, 2026
  • Stylized image of a person
    G. G.
    Senior Manager, Impact Investments
    Phone icon
    United StatesMassachusetts
    Apr 21, 2026
  • Stylized image of a person
    L. T.
    Manager, Investment Operations
    Phone icon
    United StatesMassachusetts
    May 28, 2026

Frequently Asked Questions

What is CapShift known for?

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CapShift operates in the Financial Services industry. The company's main headquarters is located in 15 Spencer Street Newton, Massachusetts 02465 United States. Explore CapShift's company overview page for more information.

What is CapShift's most common email format?

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CapShift employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CapShift email formats with LeadIQ.

How many employees does CapShift have currently?

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CapShift has approximately 28 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CapShift's key employees and leadership?

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As of June 2026, CapShift's key employees include:

  • Ceo & Chief Investment Officer (co-Founder): A. R.
  • Deputy Chief Investment Officer: W. M.
  • Managing Director, Research & Advisory: J. S.
  • Managing Director, Impact Investments & Ai: J. M.
  • Managing Director, Operations & Finance: D. G.

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