About Capri Family Office
Capri Family Office is a company founded in 2018. It operates as a B2B. Capri Family Office offers products and services including Financial Planning, Portfolio Management, Risk Management, and Succession Planning. Capri Family Office operates in a competitive market with competitors including S&P Global, Bank of America, FIS, State Street and Goldman Sachs, among others.
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Sectors
Financial Services
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Website
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Social
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Products & Services of Capri Family Office
Capri Family Office offers a comprehensive portfolio of products and services, including Financial Planning, Portfolio Management, Risk Management, and Succession Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Personalized planning for short, medium, and long-term financial goals.
Strategic solutions for customized investment based on market conditions.
Solutions to mitigate risks in wealth accumulation processes.
Assessoria for efficient succession instruments and strategies.
Funding Insights of Capri Family Office
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Capri Family Office
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Capri Family Office
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Capri Family Office Comparisons
Competitors of Capri Family Office
Capri Family Office operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as S&P Global, Bank of America, FIS, State Street and Goldman Sachs, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| domain | founded_year | HQ Location |
Investment banking services are delivered across multiple financial sectors.
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| domain | founded_year | HQ Location |
Diversified investment management services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Capri Family Office
Frequently Asked Questions about Capri Family Office
When was Capri Family Office founded?
Capri Family Office was founded in 2018.
What does Capri Family Office do?
Capri Family Office is a multi-family office in Brazil, providing independent and transparent services for wealth preservation. They offer personalized financial planning, portfolio management, risk mitigation, and succession planning to individuals, families, and companies. Operating from Rio de Janeiro and São Paulo, they prioritize impartial advice and client-aligned strategies to manage global patrimony effectively.
Who are the top competitors of Capri Family Office?
Capri Family Office's top competitors include Goldman Sachs, S&P Global and Bank of America.
What products or services does Capri Family Office offer?
Capri Family Office offers Financial Planning, Portfolio Management, Risk Management, and Succession Planning.