
Capnote, created by financial and technology professionals with over 80 years of combined experience, is an AI-powered digital operating system for financial data management and processing. It leverages patented technology and AI to automate and improve financial workflows, helping organizations and professionals save time, reduce costs, discover new insights, and earn more income. The platform supports financial organizations such as banks, family offices, financial advisors, brokers, and insurance companies by providing tailored industry solutions and automating workflows like financial statement analysis and credit memos. Capnote also offers private-label customization to accelerate digital transformation and create engaging digital experiences. With thousands of users worldwide, Capnote processes large amounts of data, tracks multiple indicators, and continuously updates with financial theory to improve decision-making and bridge expertise gaps.

Capnote, created by financial and technology professionals with over 80 years of combined experience, is an AI-powered digital operating system for financial data management and processing. It leverages patented technology and AI to automate and improve financial workflows, helping organizations and professionals save time, reduce costs, discover new insights, and earn more income. The platform supports financial organizations such as banks, family offices, financial advisors, brokers, and insurance companies by providing tailored industry solutions and automating workflows like financial statement analysis and credit memos. Capnote also offers private-label customization to accelerate digital transformation and create engaging digital experiences. With thousands of users worldwide, Capnote processes large amounts of data, tracks multiple indicators, and continuously updates with financial theory to improve decision-making and bridge expertise gaps.
What they do: AI-powered financial operating system for data management, analysis, workflow automation and white-label solutions
Founded: Around 2020
Headquarters: New York, NY
Founders: Ikenna Ene; Kenneth Huynh; Pedro Martins
Funding: Pre-Seed; reported total ≈ $700,000; last round June 2020
Financial data management, analysis and workflow automation for investment and advisory organizations.
2020
Financial technology (Fintech)
700000.00