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Helping financial advisors onboard and manage clients without increasing their costs1-10 Employees
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1-10 people
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Financial ServicesFinance TechnologyWealth ManagementFin Tech
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CapitalPro Investing is a fast-growing Fintech startup. We are part of Plug and Play's 10 week Fintech accelerator program and are on our way to become one of the first B2B Robo-advisors in Latin America. In the past years, mid-size financial advisors in Latin America have been suffering declining profits. Wealthy investors go with bigger and well-established financial advisors and smaller investors are too costly to onboard and manage. For this reason, we created CapitalPro, a digital financial advisor that makes it easier and economically feasible to onboard and manage smaller investor accounts by advisors We believe that by helping current advisors help their clients, we cannot only grow faster, but have a stronger impact in a larger amount of people. Most importantly, we could democratize investing in countries that need it most.

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