Cardea Capital

Wealth & Investment Advisory Firm with Innovative Turnkey Technolo...


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Cardea Capital:
Fast Facts

Cardea is a global financial services firm that combines an innovative technology platform with a vastly experienced group of financial professionals to disrupt the global landscape of asset management.

We offer turnkey investment and wealth management solutions for a broad range of clients including advisors, institutions, RIA’s, IFA’s and family offices with circa $8B in total AUM.

Core Industry Problems

The democratization of the asset management industry is full steam ahead, yet there are currently three core areas of improvement preventing the industry from reaching its maximum potential:

Disrupting Asset Management 

Cardea offers three categories of tailored solutions to help advisors deliver an exceptional investment experience to their clients.

Our Open-Architecture TAMP

Cardea’s best-in-class open architecture enables advisors, families, wealth and asset managers to make intelligent wealth decisions with bespoke services that save them valuable time/. The innovation in the architecture stems from its versatility to ‘plug and play’ and offer the latest AI tools, Blockchain based technology stacks for digital based assets and proprietary models to define exposures and risk management.

Our platform provides a wide array of solutions, including:

Company Traction 

Cardea Capital began acquiring small investment firms in 2019 and has since grown the AUM to $8.6B in just three years. 

Cardea’s Executive Leadership

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