Capri Family Office

Founded: 2018 • Age: 8 yrs
Offers customized financial planning, portfolio management, and risk advisory for clients.

About Capri Family Office

Capri Family Office is a Financial Services company founded in 2018. It offers customized financial planning, portfolio management, and risk advisory for clients. It operates on a B2B model. Its website capribr.com draws about 681 thousand monthly visits. Capri Family Office offers products and services including Financial Planning, Portfolio Management, Risk Management, and Succession Planning. Its focus areas include Finance, Wealth Management, Family Office and Patrimony Advisory. Similar companies include S&P Global, Bank of America, FIS, State Street and Goldman Sachs and 4 more; 2 of its 9 listed similar companies have raised funding.

Company details

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.

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.

Financial Planning
Advisory Services

Personalized planning for short, medium, and long-term financial goals.

Portfolio Management
Investment Services

Strategic solutions for customized investment based on market conditions.

Risk Management
Risk Advisory

Solutions to mitigate risks in wealth accumulation processes.

Succession Planning
Estate Planning

Assessoria for efficient succession instruments and strategies.

Similar companies to Capri Family Office

Capri Family Office has 9 listed similar companies in our database, 2 of them funded. They include S&P Global, Bank of America, FIS, State Street and Goldman Sachs, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
spglobal.com1917New York, United States$8M5,000
Platform offering business intelligence solutions that combine data and actionable analytics for clients
bankofamerica.com1904Charlotte, United States–208,000
Commercial banking and asset management services are offered worldwide.
fisglobal.com1968Jacksonville, United States–22,604
Software suites for banks and financial institutions are provided.
statestreet.com1792Boston, United States–46,000
Financial services are provided to asset managers worldwide.
goldmansachs.com1869New York, United States–333
Investment banking services are delivered across multiple financial sectors.
warren.com.br2014Porto Alegre, Brazil$104.51M–
Diversified investment management services are provided to clients.
simcorp.com1971Copenhagen, Denmark–1,906
Front and back-office solutions are delivered for investment managers.
sundarammutual.com1996Chennai, India–363
An investment management firm specializing in diversified funds and portfolios.
modalmais.com.br2015Sao Paulo, Brazil––
Investment management firm
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Web traffic of Capri Family Office

The website of Capri Family Office (capribr.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with Capri Family Office. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Single Family Offices

10 companies that operate in the same segment as Capri Family Office (Single Family Offices), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Diversified operations are conducted across multiple industries by LuLu Group.
2000Abu Dhabi, Abu Dhabi, United Arab EmiratesUSD 2 BUSD 65.77 M–
Diversified asset management services are offered by EPIQ.
2018San Francisco, California, United States––58
Family office of Alison Davis and Matthew C. Le Merle
2005San Francisco, California, United States–––
Investments are directed by the Wallenberg family into Nordic sectors.
1916Stockholm, Sweden–USD 9.09 B17,400
Develops & builds residential & commercial buildings backed by the Durse Family
1915New York, New York, United States–––
Venture capital is provided to Canadian tech and offline companies.
1998Toronto, Ontario, Canada–––
Family office firm
2013Rye, New York, United States–––
Venture capital firm
2001London, England, United Kingdom––7
Industrial, real estate, and financial assets are invested in globally.
1981Brilon, Nordrhein-westfalen, Germany––36
Family office focused on food industry
1971Rheda-wiedenbruck, North Rhine-westphalia, Germany–––
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Related news about Capri Family Office

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Frequently Asked Questions about Capri Family Office

Capri Family Office was founded in 2018.

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 SΓ£o Paulo, they prioritize impartial advice and client-aligned strategies to manage global patrimony effectively.

Capri Family Office's top competitors include Goldman Sachs, S&P Global and Bank of America.

Capri Family Office offers Financial Planning, Portfolio Management, Risk Management, and Succession Planning.

The website of Capri Family Office receives about 681 thousand visits a month.

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