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Expert advice for building Investment portfolios

Helping clients to create tailored investment portfolios for passive income, wealth appreciation, and retirement with a mix of traditional and alternative investment products
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Our advantages

Spectrum of products

As experienced experts in alternative finance, we can offer investors guided access to both alternative and traditional financial instruments

Tailored advice

For each investor, an individual investment strategy is developed based on their experience, goals, and investment horizon

Highly accessible

With simple and goal-oriented pricing, professional investment advisory is broadly accessible to everyone

Investment products

By signing up for our investment advisory service, clients gain access to an individual investment advisor that will help to develop the investor’s investment strategy, provide investment advice, seek and source lending opportunities in the following categories:

Loans

Loans to businesses either through direct deals, investment platforms, or alternative investment funds

Bonds

Investments in closed or public bond issues through primary placements or secondary market purchases

Equity

Investments in the equity capital of companies through capital markets, investment funds, buyout syndicates, and venture capital deals

Index funds

Creation of tailored investment portfolio of carefully selected index funds that are well-aligned with the prevailing global tendencies

Our pricing approach

For now, investment advisory services we are offering to our clients free of charge

Sign up for consultation
on how to build an effective investment plan

Become a client
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9.00 - 18.00
About Capitalia

Capitalia is the leading financer for small and medium enterprises in the Baltic sea region. Operating since 2007 we have financed more than 5000 businesses investing over EUR 100 million in their development.

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