Capteo
Curated by SignalFinancial planners' solutions enhancing client management and investment strategies.
Overview
Capteo is a company that focuses on delivering solutions for financial planners and advisors. It offers tools aimed at improving client management and investment strategies. The company's products include predictive analytics for forecasting market trends, robo-advisory platforms for investment advice, and digital dashboards for monitoring portfolio performance in real-time. Additionally, Capteo provides customizable financial planning software, secure client portals to enhance communication, and compliance management systems to support regulatory adherence. The company targets financial institutions and seeks to address industry challenges through expertise in business strategy, digital strategy, and regulatory compliance.
Key facts
- Founded
- 2005
- Headquarters
- Paris, France
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 6 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
Open roles
10 rolesH/F Manager Organisation & Management - Banque & Finance
Paris, Île-de-France, France · On-site · Internship
H/F Manager - Financial Risk Advisory
Paris, Île-de-France, France · On-site · Internship
H/F Manager Quantitative Finance Advisory | Global Markets
Paris, Île-de-France, France · On-site · Internship
