Capital markets insights

3 Ways Katipult Helps Institutions Meet Investors’ Rising Expectations

3 Ways Katipult Helps Institutions Meet Investors’ Rising Expectations

Sep 23, 2021

Financial institutions today face a battle on two fronts. The first front is rising competition – especially from the fast-growing fintech industry which continually strives to encroach on incumbents’ territory. Nimble and digital, these upstarts are unencumbered by legacy systems and processes, giving them a powerful advantage in their quest for market share. 

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Compliance in Private Placements Doesn't Have to be Challenging

Compliance in Private Placements Doesn't Have to be Challenging

Jun 23, 2021

 

Investments in private markets are seeing traction like never before - with that, brokers are growing their top line and breaking all-time deal volume records. However, this success has created stressors for Brokerage back-office teams, especially in the compliance function.

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Top 4 Workflows Fintech is Transforming in Capital Markets

Top 4 Workflows Fintech is Transforming in Capital Markets

Mar 31, 2021

The technological advancements we’ve been experiencing for the past few decades have had a profound impact on various industries. Entertainment, Retailers, Health Care, and many other industries have all adopted a tech-centered approach to their business models.

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Katipult Expands Commercial Relationship with Canaccord Genuity

Katipult Expands Commercial Relationship with Canaccord Genuity

Mar 24, 2021

Canaccord Genuity to leverage Katipult's technology offering as a digital complement to its capital raising and private placement capabilities

We are pleased to announce that Katipult has entered into a multi-year software license agreement and strategic co-marketing agreement with Canaccord Genuity.

The agreements support Katipult's growth and market expansion plans with a focus on strengthening its market position in Canada and expanding its presence in the U.S., UK and Australian capital markets.

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Katipult selected by Raymond James to Support Private Placements

Katipult selected by Raymond James to Support Private Placements

Mar 11, 2021

Katipult is pleased to announce the addition of Raymond James & Associates, Inc. to its growing customer list.

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The Growth of Retail Investors: How to Leverage Retail Capital

The Growth of Retail Investors: How to Leverage Retail Capital

Mar 4, 2021

In February 2021 we saw Game Stop stock headlines bringing retail investors into the focus of mainstream media. Although this specific case seems to have polarized the market commentary, it undoubtedly made everyone realize how much power this group of investors can have.

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Katipult Announces Investment by Canaccord Genuity

Katipult Announces Investment by Canaccord Genuity

Feb 16, 2021

Katipult is proud to announce that it has entered into an agreement with Canaccord Genuity, a global leader in capital markets and wealth management, for a $3.0 million corporate investment in Katipult.

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Going Public to Retail Investor Trends: Fintech Fridays Podcast

Going Public to Retail Investor Trends: Fintech Fridays Podcast

Feb 8, 2021

Katipult Co-Founder Brock Murray and VP of Solution Engineering Karan Khiani joined the Fintech Fridays Podcast hosted by NCFA. They discussed a variety of topics such as going public early, evolving the product to meet complex requirements, and recognizing emerging retail investor trends.

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Why Auto Invest is a Must-Have Feature in 2021

Why Auto Invest is a Must-Have Feature in 2021

Feb 2, 2021

We are excited to announce our Auto-Invest functionality that will transform private capital markets.
 
Auto Invest   is a platform feature that enables investors the ability to pre-select their investment criteria upfront and automatically participate in matching deals. When the “auto invest” algorithm is triggered to make an investment based on the pre-selected criteria, funds are automatically deducted from the investor wallet into the appropriate account.
 
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