What We Do

We are passionate about applying data to solve problems.
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OUR MISSION

We believe the future of capital is going to be powered by data science, 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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Services for Individual & Families powered by data science.
From managing your investments to planning for retirement, our dedicated team is here to help.
Investment Advice
Let our team of award-winning investment advisors manage your investment portfolio, available at the bank of your choosing.
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Tax
Tax planning and filing through our affiliated CPA firms.
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Financial Planning
Retirement financial planning for individuals & families.
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Alternative Investments
Go beyond stocks and bond with alternative investments.
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Why choose us?

Here is what we are doing different from your current advisor.
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Features :
Analytics-driven investment advice
No proprietary products
Tax-optimized strategies
Grounded in data science
Independent advice
Works with custodian of your choice
Other Advisors
Features :
Arbitrary "stock picking"
Sell proprietary products
No tax optimization
Grounded in product sales
Not independent
Single custodial affiliation
Services for corporations powered by data science.
From managing your investments to planning for retirement, our dedicated team is here to help.
401(k) & Pensions
Work with our team to manage risk, assess providers, and select and monitor your plan investment menu.
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Tax
Tax planning and filing through affiliated CPA firms.
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Analytics
Apply our analytical approach to solve a business problem.
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Consulting
Leverage our operational and financial expertise.
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