PRIVATE WEALTH OPERATING PLATFORM
The Financial Operating Platform for Family Offices and Serious Investors
Capalyst helps family offices and individual investors manage the full complexity of wealth—bringing portfolio analytics, treasury, tax, insurance, legal, accounting, document management, ownership visibility, and decision intelligence into one deeply connected platform.
Consolidated assets across entities, portfolios, and strategies.
Built for Private Wealth Complexity
Most financial tools solve one problem—portfolio reporting, accounting, treasury, documents, or risk. Capalyst connects them.
Connected Data
Assets, securities, entities, portfolios, and documents linked together.
Institutional Analytics
Sharpe, Sortino, VaR, exposure modeling, and scenario analysis.
Multi-Entity Visibility
Trusts, LLCs, households, partnerships, and ownership structures.
Operational Control
Treasury, tax, accounting, legal oversight, and workflows.
PLATFORM BREADTH
One Platform. Broad Coverage. Deep Capability.
Capalyst unifies wealth analysis, financial operations, governance, and decision-making across the full complexity of private wealth.
Investment & Portfolio Analytics
Research, allocation, performance, benchmarking, and portfolio intelligence.
Treasury & Liquidity
Cash positioning, forecasting, banking visibility, debt, and liquidity planning.
Tax Management
Estimated taxes, capital gains, K-1 tracking, filing visibility, and tax-sensitive decisions.
Legal & Entity Oversight
Trusts, LLCs, partnerships, governance, ownership structures, and key records.
Insurance & Risk Protection
Coverage visibility, renewals, deductibles, premiums, and asset-linked risk.
Accounting & Financial Control
AP/AR, general ledger, reconciliation, journals, and financial reporting.
Documents & Knowledge
Agreements, tax docs, contracts, research, notes, and records.
Ownership & Exposure Mapping
Direct and indirect ownership, concentration, geographic, sector, and theme exposure.
Multi-Entity Wealth Oversight
Households, trusts, entities, partnerships, and consolidated visibility.
Decision Intelligence
Research workflows, approvals, audit history, alerts, and better decisions.
ANALYTICS
Institutional-Grade Portfolio Intelligence
Normalize market data across global exchanges, compare assets consistently, and understand total risk across positions, strategies, entities, and portfolios.
FAMILY OFFICE OPERATIONS
Beyond Portfolio Reporting
Capalyst connects investment oversight with treasury, tax, insurance, legal structures, accounting, and documents—helping preserve visibility, control, and confidence across the full financial ecosystem.
CONNECTED INTELLIGENCE
From Asset to Decision
Capalyst helps users move from raw data to structured financial decisions by connecting ownership, analytics, liquidity, exposure, and operational workflows.
One Platform for Wealth, Risk, and Financial Decisions
Built for family offices and serious investors that need deeper visibility, stronger controls, and better decisions across the full complexity of wealth.