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This case study of Capital Institutional Services, Inc. is based on a 2021 survey of DataBank customers by TechValidate, a 3rd-party research service.
Capital Institutional Services, Inc. (CAPIS) was founded in 1977 to provide a different—and better—way of delivering trade and research services to institutional investors. The company’s goal was to offer exceptional trade execution while providing access to independent, third-party research.
Today CAPIS is one of the top institutional agency brokers and independent research providers. With no competing lines of business to compromise its objectivity, CAPIS focuses solely on delivering superior execution services for its institutional clients.
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