At CapitalPro we provide a digital wealth management platform for financial institutions in Latin America that automates client on-boarding, risk profiling, and the asset allocation, management, and rebalancing of a diversified and personalized portfolio.
Our technology allows financial institutions to generate more revenue by increasing their client reach and allowing them to serve smaller accounts without increasing operating costs or incurring their financial advisors' time.
Our mission is to make wealth advisory affordable to a larger segment of the population to democratize investment and promote the financial inclusion of Latin America.
For more information, visit www.capitalpro.tech
Company Details
- Founded
- -
- Address
- Avenida Yucatán 3, Cuauhtémoc,mexico City 06100,mexico
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.capitalpro.tech
- Keywords
- Advisor-focused solutions, Automated risk profile estimation, Online portfolio management, Cost efficient asset allocation and fund selection.
- HQ
- Cuauhtémoc, Mexico City
Capitalpro Technology Inc. Questions
Capitalpro Technology Inc.'s website is http://www.capitalpro.tech
Capitalpro Technology Inc.'s LinkedIn profile is https://mx.linkedin.com/company/capitalprotech
Capitalpro Technology Inc.'s industry is
Financial Services
Capitalpro Technology Inc.'s top competitors are
Vasar,
Bolstart,
Operators Guild,
Greybeam,
Clearco,
Delt.ai,
Liveramp,
Rakam (Acquired By Liveramp),
Corktown Analytics.
Capitalpro Technology Inc.'s categories are Financial Services
Capitalpro Technology Inc.'s founding year is 2016
