All of it.
The wealth management platform for individuals, holding companies, and family offices. Track all assets, manage documents, and get AI-powered insights.
Who is Caprafi for?
Track all your investments in one place—stocks, real estate, private equity, and more. Finally replace those spreadsheets.
Manage complex entity structures and reporting across generations. Full visibility into family holdings.
Oversee subsidiaries, investments, and cross-entity relationships. Professional-grade documentation.
Features
A comprehensive platform that replaces spreadsheets, scattered documents, and disconnected tools.
8 asset types, multi-currency
Mortgages, loans, net worth
Charts, history, insights
70+ global exchanges, daily EOD
Companies, funds, relationships
Natural language queries
Testimonials
See how professionals are taking control of their portfolios with Caprafi.
“I used to spend hours every month updating my Excel spreadsheet. Now Caprafi gives me a real-time view of my entire portfolio—stocks, private equity, real estate—all with proper valuations and history. It's exactly what I needed.”
Marcus T.
Private Investor
Stockholm
“Managing wealth across three generations was becoming impossible with our old systems. Caprafi lets us track every entity, every holding, and every document in one place. The entity relationship mapping alone saved us countless hours.”
Elisabeth M.
Managing Director, Family Office
Zurich
“As CFO of a holding company with 15 subsidiaries, I need to see the big picture while having access to every detail. The document management and team collaboration features mean my entire team stays aligned. Best decision we made this year.”
Andreas K.
CFO, Investment Holding
Oslo
Why Caprafi?
Whether you're managing personal investments, a family office, or a holding company, Caprafi gives you the tools to maintain complete oversight.
We use bank-grade encryption and complete data isolation per tenant. Your financial data is never shared with third parties, and you maintain full ownership and control.
Caprafi is a wealth management platform that gives you complete oversight of your assets, contracts, and financial picture—all in one place.
Yes. You can create an account and start tracking your assets for free. Upgrade when you need more features or AI capabilities.
We use bank-grade encryption and complete data isolation. Your financial data is never shared with third parties.
Join professionals who trust Caprafi to manage their portfolio and contracts with AI-powered insights.