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.

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.

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

C8 Technologies primarily serves institutions, platforms, Registered Investment Advisors (RIAs), and Family Offices seeking customizable investment solutions and direct access to underlying assets.