Katipult provides investment dealers, wealth management firms, and banks with digital tools to facilitate the creation, launch and closing of private capital deals.

"Katipult provides a powerful, cloud-based infrastructure that allows us to manage our private placement activities in a digital environment and improve coordination across teams and geographies, so that we can provide the best possible outcomes for our clients.“

"We are excited to work with Katipult to support client service excellence and operational efficiencies across our firm while maintaining our focus on best in class regulatory compliance. Our goal is to streamline and modernize our processes for institutional investor onboarding and ongoing engagement with our 850+ institutional clients.“

We make Capital markets more intelligent by automating workflow, eliminating transaction redundancy, strengthening compliance, delighting investors, and accelerating deal flow.

Our Track Record:

Capital Raised

+2.6 Billion

Deals Executed

+3,500

Investor Accounts Opened

+120,455

Customer Case Studies

How Cormark Securities is leveraging Katipult’s platform to power its institutional investor engagement.

How Raymond James is allowing its Equity Capital Markets Division to Market Alternative Products
How Canaccord Genuity is streamlining its private placements processes and coordination across teams and geographie
Automating The Private Placements Workflow at a Leading Provider of Corporate Trust Services

Katipult can unlock value across all divisions including capital markets, wealth management, compliance, new accounts, and settlement.

Remove Old Systems

Eliminate cumbersome and costly legacy software

Accelerate Private Deal Growth

Grow your private deal volume and broaden your distribution channels

Digitize Manual Processes

Remove frequent human errors and compliance deficiencies

Enable Cross-Border Product Placement

Increase your organization connectivity to service international investors

Reduce Compliance Backlog

Streamline compliance workflows to prevent bottlenecks and delays

Create Rapid Deal Distribution

Execute deals faster and more efficiently for a better client experience

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