About us.

Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.

Our suite of client-first technology is changing financial services for the better, one insight at a time.

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Empower you to...

...reveal behavioral client insights.

Our gamified client experiences and insight engine measure client behavior and create powerful insights in under 90 seconds.

...deliver intelligent recommendations.

We transform onboarding and annual reviews into an engaging and educational experience for the client, so you can help them make purposeful decisions with their time and money.

...operate with greater safeguards and profitability while serving clients' best interest.

We bring unmatched risk and regulatory protection to your digital channels.

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Empower you to...

...reveal behavioral client insights.

Our gamified client experiences and insight engine measure client behavior and create powerful insights in under 90 seconds.

gatsby-image

...deliver intelligent recommendations.

We transform onboarding and annual reviews into an engaging and educational experience for the client, so you can help them make purposeful decisions with their time and money.

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...operate with greater safeguards and profitability while serving clients' best interest.

We bring unmatched risk and regulatory protection to your digital channels.

Leadership Team

Globally validated

With major innovation awards in six countries, recognition from leading regulators & world-wide support from advisors, we advance the science of understanding and engaging clients.

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Best ESG Solution, Hong Kong Fintech Week 2021

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Finalist, Citi Mobile Challenge, APAC

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Best Newcomer, OpRisk Awards

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Top Wealth Management Fintech, Canadian Institute

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Finalist, Singapore Fintech Festival

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2nd Place, Future of Finance Challenge

Acquire

Let the power of gamified experiences fuel your acquisition engine.

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Advise

Empower your advisors to win the advice moments that matter.

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Help your clients make purposeful decisions with their money.