List of CapitalPrivate Customers
Paris, 75008,
France
Since 2010, our global team of researchers has been studying CapitalPrivate customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CapitalPrivate for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CapitalPrivate for Asset and Wealth Management include: Lior Global Partners Monaco, a Monaco based Banking and Financial Services organisation with 10 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using CapitalPrivate, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CapitalPrivate customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Lior Global Partners Monaco | Banking and Financial Services | 10 | $5M | Monaco | Capital Banking Solutions | CapitalPrivate | Asset and Wealth Management | 2025 | n/a |
In 2025, Lior Global Partners Monaco implemented CapitalPrivate to support its Asset and Wealth Management operations, deploying the application to address wealth management and asset management workflows. The deployment targeted client lifecycle and CRM, portfolio management, multi-custodian asset aggregation, and compliance functions within the firm.
The implementation combined CapitalPrivate with CapitalCompliance, configuring modules for client lifecycle management, portfolio accounting and reporting, and multi-custodian aggregation with embedded KYC and AML controls. CapitalPrivate was used to instrument portfolio management workflows and centralized client records consistent with Asset and Wealth Management functional requirements.
Integration scope emphasized multi-custodian asset aggregation and alignment with KYC AML workflows to consolidate asset positions and standardize onboarding and compliance checks, and the vendor press release specified module usage of CapitalCompliance and CapitalPrivate. Operational coverage concentrated on front office advisory, client onboarding, portfolio oversight, and compliance teams in the Monaco office, with the deployment positioned to support regional rollout into the MENA region.
Governance changes centered on embedding compliance gating and KYC AML orchestration into client lifecycle processes and standardizing reporting and control points across wealth management and asset management business functions. The rapid delivery timeline was delivered to accelerate LIOR Global Partners Monaco's regional rollout plans in MENA and to centralize CRM and portfolio management within the Asset and Wealth Management platform.
|
Buyer Intent: Companies Evaluating CapitalPrivate
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||