Founded in 2015, Capitaly is a financial technology company that provides a comprehensive, white-label digital platform for private banks, family offices, and wealth management firms. Its mission is to empower traditional financial service providers to serve their affluent and high-net-worth clients with state-of-the-art digital solutions. The platform is a turnkey solution that covers the entire client lifecycle, from onboarding and advisory to reporting and execution, enabling institutions to enhance their client engagement and operational efficiency.

Founded in

United States