Capital Preferences
Financial Software · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
725 Boulevard E Ste 1000, Weehawken, New...Website
www.capitalpreferences.comRevenue
$6.3 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Capital Preferences
Capital Preferences is a leading global fintech firm focused on understanding clients through science-backed investment personalization. They offer a modular suite of solutions that includes client discovery, portfolio construction, and data for AI applications, aimed at engaging clients and revealing their unique financial preferences. The firm utilizes internationally validated methods to drive personalized investment solutions at scale, ensuring clients are understood and educated. Their insights and research contribute to better financial decision-making for clients, helping them make purposeful choices with their money.Explore more
Capital Preferences Org Chart
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Activity Insights
Capital Preferences is experiencing very low activity levels compared to other companies in the Software sector.
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Capital Preferences Tech Stack
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Capital Preferences News & Media
Majority of investors see gap between ESG preferences and current portfolio
Investors struggle to translate personal ESG intentions into investment portfolio choices LONDON, NEW YORK, and SINGAPORE, Nov. 15, 2021 /PRNewswire/ -- A new report, ESG is Personal: 2021 Study of ESG Preferences and Advisory Practices, released by Capital Preferences, has revealed that...TrueProfile LTD Adds Jeff Miller and Steve Schultz to Advisory Board
NEW YORK, Feb. 21, 2018 /PRNewswire/ -- TrueProfile LTD, a division of Capital Preferences and provider of a unique platform for financial advisors that reveals their clients' true risk tolerance, loss aversion and decision consistency as defined by economic science, announced that Jeff...Leading Game Theorist Launches 60 Second Profile System
NEW YORK, Feb. 1, 2018 /PRNewswire/ -- Capital Preferences, a leading behavioral economics, decision science and financial technology firm, announced the launch of TrueProfile.com – and the first product called Risk Essentials available to all advisors in the US at $99/mo. Risk Essentials...
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Capital Preferences is a leading global fintech firm focused on understanding clients through science-backed investment personalization. They offer a modular suite of solutions that includes client discovery, portfolio construction, and data for AI applications, aimed at engaging clients and revealing their unique financial preferences. The firm ut... Read More
