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AI-Powered Data Management For Smarter Finance & Investing

Empower your financial success with patented technology for data processing, workflow automation & digital transformation.

Join thousands of organizations & professionals improving their financial performance.

Trusted By

Smarter Financial Decisions
Require Better Data Management

Our team of investment professionals is dedicated to helping you navigate the markets and make informed investment decisions.

Investors

Reducing information asymmetry and enhancing data processing bandwidth are key to improving investment performance. Use Capnote to discover actionable insights, save time and source personalized information.

Family Offices

Perform like a larger team by automating workflows. Bridge gaps in expertise and connect the dots across industries and asset classes. Use Capnote on a private-label basis with private data to discover new insights.

Financial Advisors

Use Capnote’s technology to track data, customize early warning systems and deep dive into portfolio diversification. Expand services by creating modern digital experiences that deepen customer engagement.

Brokers & Marketplaces

Expand service offerings and create differentiation by using Capnote on a private-label basis to create engaging digital experiences. Earn more income by monetizing data, content and expertise personalized to customers.

Banks

Use data more productively to improve risk management and discover hidden exposure in portfolios. Get more done and save time by automating repeated workflows such as financial statement analysis, credit memos and research.

Insurance

Good data management lies at the heart of discovery and decision-making for risk management. Identify common exposure across portfolios which ca drive contagion. Capture and utilize customer data to enhance services.

Our mission is to empower the financial success of organizations and individuals through better data management and usage.

Created by financial and technology professionals with over 80 years of experience, Capnote is a digital operating system for financial data management. It leverages A.I & patented technology to automate and improve financial workflows.

Finance & investing are faster and more complex than ever before, driven in part by the unstoppable global trend of digitization. There is much greater reliance on digital data to make financial decisions, attract and retain customers, manage risks or improve financial performance. However, most organizations and investors have limited data processing bandwidth and capabilities.

Earn & Buy

If you have valuable financial expertise or data, you can earn income by sharing it with the Capnote community. You can create and sell various types of content.

Leverage technology to improve financial performance with 1,000's of users worldwide!

Private networking & secure messaging

Our team will work closely with you to develop a customized investment plan that aligns with your goals, while also managing risk and ensuring a diversified portfolio.

“I'm responsible for a portfolio of nearly 20 companies. Earnings season is always really busy. Capnote's automated tools cut a lot of manual work and help make my analysis better.”

Jane

“The maps & geographies feature is a revelation. In the decades I've spent in trade finance, it's never been easier to review global supply chains and spot opportunities at risk."

Brian

“Capnote makes a large variety of information easily accessible and useful. I particularly like the value chains and ability to see the interactions between two or more companies.”

Dwayne

News & Insights

We believe that a successful investment strategy requires a comprehensive approach that considers a wide range of factors, including risk tolerance.

AI-Powered Data Management For Smarter Finance & Investing