About us - get to know Capital Preferences
Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.
Our suite of client-first technology is changing financial services for the better, one insight at a time.
Every client understood, Every cent makes sense™
Empower you to...
...reveal behavioural client insights.
Our gamified client experiences and insight engine measure client risk preferences and create powerful insights in under 90 seconds.
...deliver intelligent recommendations.
We transform onboarding and annual reviews into an engaging and educational experience for clients, so you can help them make purposeful decisions with their time and money.
...operate with greater safeguards and profitability while serving clients' best interest.
We bring unmatched risk and regulatory protection to your firm.
Leadership Team
Globally validated
With major innovation awards in six countries, recognition from leading regulators & world-wide support from advisers, we advance the science of understanding and engaging clients.
In 2016 we were named 'best newcomer' at the OpRisk awards. Since then we've been named 'Top Wealth Management Fintech' by The Canadian Institute, 'Best ESG Solution' at Hong Kong Fintech Week, and placed 2nd at the UBS Future of Finance Challenge. We've also been a finalist at Citi Mobile Challenge APAC and Singapore Tech Festival.
Best ESG Solution, Hong Kong Fintech Week 2021
Finalist, Citi Mobile Challenge, APAC
Best Newcomer, OpRisk Awards
Top Wealth Management Fintech, Canadian Institute
Finalist, Singapore Fintech Festival
2nd Place, Future of Finance Challenge