DALLAS, TX – March 12, 2024 – CAPIS, a compliance-driven institutional broker, today announced strategic partnerships with Key Bridge Compliance (Key Bridge) and FiSolve as part of its expanded outsourced trading offering. Serving the buy-side market – with a specific focus on supporting the underserved RIA market – CAPIS’ outsourced trading solution is stronger than ever with the collaboration offered through these strategic partnerships.

The partnerships with Key Bridge and FiSolve enable CAPIS to further extend its outsourced trading solution by offering comprehensive and fully outsourced operations, legal and compliance functions from well-established and regarded firms. These strategic partnerships represent a vital step forward in fulfilling CAPIS’ overarching mission of providing asset managers, hedge funds, RIAs and other institutional buy-side firms with unparalleled outsourced trading solutions.

“We are thrilled to have onboarded such incredible partners to further extend our outsourced and supplemental trading solution,” said Christopher Hurley, Senior Vice President and Director of Institutional Sales at CAPIS. “In partnership with these firms, CAPIS can better address the ever-evolving needs and challenges presented by today’s trading and regulatory environment. We look forward to continued collaboration with these firms and the continued expansion of our partner network in 2024.”

Matthew Swendiman, CEO of Key Bridge Compliance, shared: “It has always been an absolute pleasure working with the team over at CAPIS. Given our shared dedication and expertise serving RIAs, it makes sense that we would come together. We are excited for the impact we can make as a united team.”

“We are thrilled to join CAPIS as a strategic partner in enhancing its outsourced trading offering,” said Steven Yadegari, Chief Executive Officer of FiSolve, LLC. “Through our collaboration, we aim to provide comprehensive operations, legal and compliance functions to support CAPIS’ commitment to delivering top-tier services to the buy-side market, particularly the RIA sector. Together, we will navigate the complexities of today’s trading landscape and empower clients with robust solutions tailored to their needs.”

About CAPIS

CAPIS is a compliance-driven institutional broker that has built its business exclusively on trade execution and commission management services. With a fully transparent model, advanced technology platform and team of traders whose skills have been honed over decades, CAPIS is trusted by some of the industry’s most prominent institutional investors to provide the best possible trading performance. To experience the difference, visit capis.com or email us at [email protected]

Media Contact

Sam Raffalli
Forefront Communications for CAPIS
[email protected]