Caprafi is the wealth management platform built for individuals, family offices, and holding companies who need complete oversight of their financial picture.
Managing wealth shouldn't require scattered spreadsheets, multiple bank portals, and hours of manual reconciliation. Yet for most individuals and organizations managing significant assets, this is the reality.
Caprafi was built to solve this problem. We provide a single platform where you can track all your assets—liquid and illiquid—manage contracts and documents, and get AI-powered insights into your complete financial picture.
Our platform is designed to be your source of truth, replacing the fragmented tools and giving you complete control over your wealth data.
A name that bridges traditional wealth management with modern technology.
The Branding Interpretation
Cap = Capital
Ra = Ratio & Range
Fi = Finance
Complete oversight of your capital ratios—your entire financial position at a glance.
The Latin Heritage
Capra = Mountain goat (Latin)
Fi = Fides (trust)
Steady climbing toward financial success—navigating challenging terrain with confidence and trust.
The Technical Definition
The intelligent interface that provides deep insight into your entire portfolio.
A blend of traditional wealth management expertise and modern technology— a platform that has control of the numbers while leveraging smart algorithms to help you make better decisions.
Our values guide every decision we make.
Your financial data deserves bank-grade protection. We use industry-leading encryption and never share your data with third parties.
We believe you should own your financial data. Caprafi is built to be independent of banks, brokers, and financial institutions.
Built by wealth management professionals for professionals. Every feature is designed with real-world use cases in mind.
Our success is measured by yours. We continuously improve based on feedback from individuals, family offices, and holding companies.
Caprafi is built for those who manage real wealth.
High-net-worth individuals managing diverse portfolios across stocks, real estate, private equity, and more.
Multi-generational wealth management with complex entity structures and detailed reporting requirements.
Corporate structures managing subsidiaries, investments, and cross-entity financial relationships.
Join professionals who trust Caprafi to manage their complete financial picture.