Value proposition

At the forefront of collaboration in wealth management

At Capdelta, we believe that everyone should have access to effective and personalized financial advice.

Our mission is to revolutionize the wealth management industry by providing innovative technology solutions that empower advisors and clients to work together seamlessly, with trust and transparency at the forefront.

The traditional approach to wealth management, with its siloed information and lack of transparency, is outdated. Our platform is built on the principles of open banking, data aggregation, and real-time collaboration. These improves the user experience for clients, streamline the advisory process for advisors, and ultimately lead to better financial outcomes for all.

We are committed to partnering with financial institutions, advisors and clients who share our vision for a more collaborative and transparent wealth management experience.