Capital + Data Science = Future.

The Future of Capital is Data-Driven >

We are Data Scientists, CPAs, Investment Advisors, and Business Consultants, passionate about applying analytics to financial data.
WHAT WE DO

Working behind the scenes...

delivering analytics-driven investment insights and strategies for plan sponsors, financial institutions, and investors.
We partner with:
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OUR MISSION

We believe the future of capital is going to be powered by data, and our mission is to unlock the power of analytics for all (regardless of portfolio size).

Data science is permeating across industries, especially with the recent advancements in A.I. and machine learning. Analytics are increasingly being leveraged to guide the investment processes for institutions, yet retail investors are left to rely on stodgy stock brokers and tired wirehouse firms.
At Capital Data Science we seek to bring the power of analytic-driven investment management to all, regardless of portfolio size or net worth. We want to change how you invest and plan for your financial goals, and it all starts with the power of data.
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Awards

Award-Winning Service

We take pride in offering exceptional service to our clients.
You may have seen us in:
Capital Data Science Features

What sets us apart

At Capital Data Science we believe the future of capital markets will be analytics-driven, and we want to be at the forefront of this transition.
Independent and unbiased advice
Among the first companies to fully integrate analytics and finance
Connect the custodians, technology, and providers you already use
Partners

Strategic Partnerships

We partner and work with some of the largest financial institutions and technology providers so our clients have access to best-in-class resources.
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Fidelity

Plan Custody
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Charles Schwab

Plan Custody
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Goldman Sachs

Coming Soon!
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SAP

Software
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CAIS

Alternative Investments
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Vanguard

Plan Custody
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Pontera

Software
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eMoney

Software
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Morningstar

Research
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iCapital

Alternative Investments
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Blackstone

Alternative Investments
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Halo

Alternative Investments
Key Features

Interactive

CPAs, Investment Advisors, Data Scientists, and Consultants working together to solve complex issues.

Delivering Change

Expertise beyond accounting & capital markets: we also help clients optimize operations and strategy.

Analytic-Driven

At Capital Data Science we deploy a data-centric decision making process in everything we do.

Visualization

Key to understanding data is the ability to visualize findings, from dashboards to reports we leverage visualization technology to share results.

Provider Connections

We integrate with most financial institutions and providers in the United States, keep your assets where they are and receive independent oversight from CDS.

Our People

In addition to having domain expertise, we focus on hiring professionals who are passionate about solving problems and providing excellent client service.

Interested to learn more?

Speak with one of our associates today.
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