CapitalMath was founded in 2019 and is headquartered in London. It is an international financial firm focused on multi-asset management and technology-driven investing.
We integrate both traditional and innovative assets, including stocks, cryptocurrencies, real estate, private equity, and alternative investments, to provide efficient, flexible, and transparent wealth management services to clients around the world.
Focused on the Client, Committed to Family and Business Growth
In the United Kingdom, CapitalMath has successfully provided customized asset management and financial planning services to over 18,000 families and 4,000 small and medium-sized enterprises. We understand that behind every family and business lies a vision for the future and a sense of responsibility.
That is why we focus not only on asset growth but also on the suitability and long-term stability of our solutions.
Through well-structured investment portfolios, precise risk management, and diversified asset allocation, CapitalMath helps clients navigate complex and ever-changing market environments. We support their transition from asset preservation to value growth.
At the same time, we provide business owners with strategic guidance in financing, cash flow management, and capital structure optimization to help them achieve expansion goals and operational upgrades.
In the area of financial literacy, CapitalMath has launched a series of educational programs such as “Financial Planning Starter” and the “Family Financial Growth Camp.”
Originally focused on in-person training, these courses have now been fully upgraded to an online platform model, breaking time and geographical barriers to reach a broader audience. So far, more than 12,000 users have gained foundational financial knowledge through these programs, improving their independent decision-making and planning skills.
This transformation has not only made learning more accessible and flexible but also enhanced the efficiency and sustainability of knowledge sharing.
Many families have developed healthy financial habits through these courses, shifting from passive money management to proactive financial planning. As a result, tens of thousands of households have seen improvements in their quality of life, contributing to a sustainable and positive financial ecosystem.
CapitalMath firmly believes that truly valuable wealth management is not just about growing numbers in an account. It should serve as a source of strength for family prosperity, business resilience, and social progress.
Global Expansion with a Vision Focused on the Future
In 2024, CapitalMath continues to advance its global strategic expansion. As international operations grow, CapitalMath is actively building a global asset management network with a focus on four key regions:
United States: As a global financial hub, CapitalMath is in the process of establishing its North American branch and forming partnerships with several well-known capital institutions. This will allow us to provide more localized and efficient asset management services to clients in the United States and Canada.
Singapore: We have designated Singapore as our strategic hub in Asia, targeting the Southeast Asian market. By leveraging regional growth momentum, we aim to promote cross-border investment and capital allocation.
Germany: As a core economy within the European Union, Germany will serve as the central anchor of our European operations, reaching key markets including France, the Netherlands, and the Nordic region.
Hong Kong: We are deepening partnerships with local financial institutions to deliver wealth management services that are compliant, transparent, and aligned with local market needs.
As part of this global rollout, CapitalMath has formed strategic alliances with central banks, regulated custodians, and trust companies in multiple countries. These partnerships ensure the secure custody of client assets, full transparency of information, and compliance with cross-border regulations.
Empowering Through Technology to Create a Smarter Investment Experience
CapitalMath is dedicated to building a brand new intelligent asset management platform that integrates cutting edge technology with proven investment logic. This platform will bring together three core technologies: artificial intelligence, quantitative analysis, and big data insights to create a round the clock, end to end, self evolving intelligent investment system.
The platform is designed not only to deeply analyze global market data and dynamic relationships between assets but also to automatically generate personalized asset allocation plans based on each user’s risk preference, financial goals, and liquidity needs. The system will feature:
Smart portfolio optimization: Dynamically adjusts investment portfolios based on real time market fluctuations and user objectives to ensure the best possible risk reward balance
Risk control mechanisms: Equipped with multi layered risk models that detect potential downside risks in advance and automatically trigger rebalancing or stop loss strategies
Market opportunity detection: Uses machine learning to identify hidden investment signals within vast datasets, enabling decisions to be made ahead of the curve
More importantly, the platform is designed to be both autonomous and transparent. Users can freely switch between manual and automated modes. All investment logic, decision pathways, and historical actions can be fully traced, making the investment process more controlled and trustworthy.
CapitalMath believes that the future of asset management must be not only smarter but also more aligned with the real needs of investors. Through this intelligent platform, we aim to empower every investor to stay clear headed in complex markets and achieve steady, sustainable wealth growth.
Upholding Responsibility and Giving Back to Society
We have always believed that truly sustainable wealth should go beyond personal account growth and serve a greater purpose by giving back to society and passing on value. CapitalMath is not only focused on delivering financial results for clients but also integrates corporate social responsibility into the core of its development.
To date, the company has donated more than 20 million euros to support education, youth development, skills training, and community infrastructure in the United Kingdom and various underserved regions around the world. These contributions have significantly improved the living conditions of over 50,000 individuals in vulnerable communities, including:
– Providing tuition assistance and financial literacy programs for children from low income families
– Supporting single parents and unemployed individuals in skills retraining programs to enhance their employability
– Participating in local housing renovation and health support projects
-CapitalMath firmly believes that education is the most powerful force in changing lives and that community is the foundation that connects wealth with the human spirit. Every donation we make is not just a form of aid but a promise to help build a more equitable and opportunity filled future.
Looking ahead, we will continue to expand our charitable efforts and bring finance back to its true purpose: empowering every life that deserves to shine.
Focusing on Long Term Value and Empowering Global Investors
CapitalMath has always remained committed to the core principle of putting clients first. This is not just a slogan but the driving force behind all of our services and decisions.
From asset allocation to strategic advice, from risk control to long term support, we start with the real needs of each client and use professional expertise, a global perspective, and technological strength to build wealth strategies that truly align with the future of individuals and families.
We bring together a team of experts from leading financial institutions around the world, combining advanced technologies such as quantitative models, artificial intelligence, and big data to deliver highly customized and adaptive investment solutions.
Our goal is not just to help clients capture short term market trends, but to support them in achieving financial freedom and gaining the confidence and flexibility to shape their lives.
At the same time, CapitalMath understands that the value of finance should not be limited to maximizing individual gains. We are committed to promoting transparency, accessibility, and sustainable development in the asset management industry. We advocate for responsible investing and strive to build a more fair, open, and resilient financial ecosystem.
Whether in the United Kingdom, North America, Asia Pacific, or Europe, we serve every client with the same dedication and standards. Looking ahead, CapitalMath will continue to rely on sound asset management strategies and evolving technological innovation to help clients navigate market cycles, manage uncertainty, and achieve long term wealth growth and a higher quality of life.
We believe that finance only gains lasting vitality when it truly returns to its original purpose of serving people and becomes a force that drives social progress.