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Mass personalization for wealth managers1-10 Employees
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Mass personalization for wealth managers
Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at capitect.com.
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Greg Yee
Avatar for Greg Yee
Founded @Capitect. Worked at Bill.com, @SDL International , and @Lockheed Martin. Studied at @CMU Tepper School of Business , @UC San Diego , @SJSU .
Avatar for Edwin Choi
Founded @Capitect, @Mariposa Capital Management. Worked at @Accenture, @Merrill Lynch. Studied at @New York University, @University Of California, Berkeley
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