Solutions for
Wealth Managers, Banks, IFAs, etc.
We help you navigate the complexity of private markets with ease.
Our mission: To make private markets more accessible – through independent product selection and scalable technology that streamlines advisory and investment processes, making them more efficient and transparent.
Whether you serve private banking clients, manage discretionary mandates, or provide investment advisory services, Kapnative gives you a platform that simplifies selection, due diligence, execution, reporting, and ongoing portfolio monitoring.
With Kapnative, you gain more than access – you gain a trusted partner who delivers transparency, efficiency, and sustainable value for you and your clients.
Wealth Manager
Banks
We support you as a bank with technology and training programs that enable your advisors and clients to navigate private markets responsibly and successfully.
Independent Financial Advisor (IFA)
We empower IFAs with the technology, insights, and support they need to offer their clients access to high-quality private market investments.
Tailored Solutions for Complex Needs
At Kapnative, we understand that no two clients are alike. That’s why we deliver flexible, modular solutions designed specifically for the needs of wealth managers, banks, and financial advisors.
Our platform streamlines workflows, enhances transparency, and provides access to a curated universe of private market investments.
With Kapnative, you gain more than technology — you gain a trusted partner who helps you make better decisions, scale efficiently, and guide your clients with confidence across all asset classes.
Research & Due Diligence
Kapnative provides you with investment and operational due diligence at an institutional level – from product selection and evaluation to training, advisory, and asset allocation.
Technology
With Kapnative, you manage advisory and investments in private markets fully digitally – scalable, efficient, and liability-secure.
Investing in Private Markets
Kapnative gives you access to the full breadth of private markets – from private equity and private credit to infrastructure, real assets, hedge funds, and multi-asset solutions.
Our curated selection is designed to meet the diverse needs of your clients – whether growth, income generation, diversification, or capital preservation. Each investment opportunity reflects institutional-quality standards and a carefully balanced risk-return profile.
Private market investments have become a cornerstone of modern portfolios. They open the door to long-term value creation, deliver attractive risk-adjusted returns, and offer diversification with low correlation to public markets. In times of high volatility and low interest rates, they provide stability and can unlock differentiated performance.
Once reserved for institutional investors, these opportunities are now increasingly accessible. Yet, they still require specialist access, rigorous due diligence, and a robust infrastructure. That’s where Kapnative comes in: we empower advisors and investors to navigate private markets with confidence – through curated opportunities, efficient processes, and institutional-grade support.
Product Structures
Due Diligence Across All Product Structures
Implementation
How can you use Kapnative?
We provide you with expertise, access, and infrastructure to deliver scalable, high-quality solutions in the field of private markets to your clients.
From investment advisory and brokerage to discretionary portfolio management – our platform covers the entire lifecycle: selection, execution, and reporting. We combine product neutrality with institutional due diligence and operational excellence to implement your private market strategy efficiently and with trust.
Discretionary Asset Management
Use Kapnative for your discretionary portfolio management – and integrate private market funds for a modern allocation with higher risk-adjusted overall returns.
Investment Advisory
Benefit from Kapnative technology: support in creating investment proposals and advisory services – scalable, liability-secure, and including automatically generated suitability statements.
Investment Brokerage
The Kapnative marketplace gives you direct access to a curated selection of private market investments – with transparent execution, optimized onboarding, and full regulatory security.
YOUR BENEFITS AT A GLANCE
Why clients choose Kapnative…
Access
to private markets without minimum investment amounts
Reporting
on your clients’ existing and future private markets portfolios
Technology
that makes advisory and investing in
private markets scalable and liability-secure
Training formats
