The startup offers a systematic trading platform that provides direct access to active tradeable indices, enabling asset owners to track index performance and develop custom algorithms. By integrating quantitative risk management techniques, the platform enhances portfolio returns for investors navigating market volatility.
Funding
$7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Traditional investment approaches often lack the flexibility to align with specific investor preferences, ESG criteria, or tax-management needs. Existing investment products may also involve layered fees and a lack of transparency regarding underlying asset ownership and investment processes.
Solution
C8 Technologies provides a fintech platform that enables professional investors to directly access and trade underlying assets across a range of financial instruments, including active and passive, tradeable indices. The platform offers tools for bespoke index creation, portfolio optimization, and direct indexing, allowing investors to customize their investment strategies. C8's broker-agnostic approach provides low-cost access to global index providers and multiple asset classes, while ensuring transparency and control over the investment process. The platform's capabilities extend to tax-loss harvesting, long-term capital gains management, and integration with existing custodian and broker infrastructure.
Target Audience
C8 Technologies primarily serves institutions, platforms, Registered Investment Advisors (RIAs), and Family Offices seeking customizable investment solutions and direct access to underlying assets.
Features
- Direct indexing platform for customizing investments and trading underlying assets
- Access to a marketplace of active and passive strategies and indices
- Portfolio optimization tools for bespoke and risk-managed portfolios
- Tax-loss harvesting and capital gains management capabilities
- Support for multiple asset classes and instrument types, including direct indexing, funds, SMAs, and certificates
- FX hedging solutions with advanced models and automated risk management
- Integration with existing custodian and broker infrastructure
- Access to global index providers and institutional-grade indices