Capital Preferences

Capital Preferences makes client discovery software for wealth managers and advisors that measures how each investor makes financial tradeoffs, and uses the results for advice, portfolio proposals and AI tools. The company was founded in 2015 by economists, including CEO Bernard Del Rey and decision-science researcher Shachar Kariv, and describes itself as independently owned.

Clients and prospects work through short, game-style exercises; the company says its engine produces insights in under 90 seconds. The output, branded the Economic Fingerprint, records each person's preferences on risk, liquidity, values-based investing and other tradeoffs. Firms use it during prospecting, onboarding and annual reviews, to profile other members of a household, and to support self-directed digital advice. Book-level views estimate how clients may react to market swings. A portfolio construction module lets advisors model portfolios across public and private markets with their own capital market assumptions, compare portfolios side by side on risk, return and stress scenarios, and produce client-ready visuals. The underlying dataset is also offered as input for firms building AI-driven advice.

Capital Preferences has been an AWS Qualified Partner since 2020, and firms can buy it through AWS. It can draw on a firm's chosen public-market, private-market and ESG data providers. News coverage on its site points to activity in Australia. Pricing is not published.