Customer Testimonials

"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."

"Raymond James selected Katipult to provide the software for a new online private placements platform to distribute alternative investment products offered by its Equity Capital Markets division across its financial advisor network. "

"We are excited to team with Katipult in introducing compelling new efficiencies and benefits to the capital-raising and debt financing process.“

"Katipult provides a powerful, cloud-based infrastructure that will allow 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 view Katipult as a great technology partner. They’ve responded to both short term changes in our business, as well as long term strategic planning to make sure that we hit our goals and our objectives as an institution.“

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
What it's like to be a technology partner for one of the largest financial institutions in Canada