Customer testimonials

Canaccord Genuity is leveraging Katipult’s powerful, cloud-based infrastructure across its wealth management and capital markets businesses
Raymond James selected Katipult to provide the software for a new online private placements platform to distribute alternative investment products.
Cormark selected Katipult to support client service excellence and operational efficiencies while maintaining focus on best-in-class regulatory compliance.
We are excited to team with Katipult in introducing compelling new efficiencies and benefits to the capital-raising and debt financing process.

Case Studies

How Canaccord Genuity is streamlining its private placements processes and coordination across teams and geographie
How Raymond James is allowing its Equity Capital Markets Division to Market Alternative Products
How Cormark Securities is leveraging Katipult’s platform to power its institutional investor engagement.
Automating The Private Placements Workflow at a Leading Provider of Corporate Trust Services