Actively hiring
Financial Services
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Overview
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$10.8M
5 rounds on record
Latest round
$2.7M
Venture round · Jul 2024 · 2 yr ago
Team
15
US Form 5500 (plan participants) · Dec 2025 · +7% in a year
The money's age
Long since its last round
26 months since the last round · not hiring
Momentum
0/100
no fresh signals
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Jul 2024 | $2.7M | — | SEC Form D |
| Convertible Note | Feb 2023 | $23k | — | SEC Form D |
| Venture round | Apr 2021 | $4.9M | — | SEC Form D |
| Venture round | Jul 2018 | $3.2M | — | SEC Form D |
| Debt Financing | Apr 2018 | $1.9M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | CapShift LLC | sec |
Founders and leadersfrom filings, registers and the company's site
Liz SesslerExecutive OfficerSEC Form D
Jacques PeroldDirectorSEC Form D
Adam ReinExecutive OfficerSEC Form D
Leonard NeroExecutive OfficerSEC Form D
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People

Liz Sessler
Executive Officer

Jacques Perold
Director

Adam Rein
Executive Officer

Leonard Nero
Executive Officer

Dana Bezerra
Director

Charles Ewald
Director

Mark Cirilli
Director

Bruce Usher
Director

Michael Ferrante
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove
Offices
Where the company hires and what each office is for
Cities
3
Hiring now
0
Countries
1
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Headquarters
Builds here
Office with open vacancies
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Newton
United States
HQ
Boston
United States
Regional office
Director, Technology and Product
Boston Area (Newton Center) or Washington, DC, 3 days a week in office with flexibility
Central
United States
Regional office
Central office address
1320 Centre St, Suite 404,, Newton, MA 02459
Financials
Total raised
$12.7M
Latest round
Venture - Series Unknown
Funding rounds
5
