Capitect
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
Capitect is a portfolio management platform aimed at wealth managers within the fintech sector. The platform incorporates technology such as artificial intelligence and machine learning to assist financial advisors in refining investment strategies and improving client outcomes. It offers tools for performance reporting, client billing, and portfolio rebalancing, which enable advisors to customize portfolios according to individual client profiles. Additionally, Capitect provides an API that allows for integration with custodians and trading platforms, contributing to a holistic view of client assets. This functionality is intended to support personalized, data-driven advice.
Key facts
- Founded
- 2014
- Headquarters
- Los Angeles, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
