The Modern Way to Manage your Clients

Harness their data. Collaborate online. Deliver better advice.


Capitect is a client dashboard that enables financial advisors to easily provide a more modern client experience.

Account Aggregation

Enable your clients to track their living balance sheet. Monitor all of your clients’ accounts in one place.

Portfolio Reporting

Provide easy-to-use performance and asset allocation reports — even on held-away accounts.

Document Sharing

Share documents securely with your clients. Publish firm-level documents across your whole practice.

As Seen On

Schwab MarketSquare InvestmentNews RIABiz

Our Team


Edwin Choi

Co-Founder, CEO

  • Advisor at Mariposa Capital Management
  • Derivatives Trader at Merrill Lynch
  • MS Financial Math from NYU
  • BS Mechanical Engineering from UC Berkeley

Greg Yee


  • Senior Product Manager at
  • Engineering Manager at Lockheed Martin
  • MBA from Carnegie Mellon University
  • BS Electrical Engineering from UC San Diego

Jonathan Hironaga

Jon Hironaga

Lead Engineer

  • Co-Founder and Lead Engineer at HealthyOut (acquired)
  • Senior Software Engineer at Lockheed Martin
  • BS Electrical Engineering and Computer Sciences from UC Berkeley

James Choi


  • Lead Designer at ITU
  • BA Computing and the Arts from UC San Diego

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