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Capital Y Management delivers tailored wealth management, utilizing an independent and innovative approach for high-net-worth individuals and families. The firm provides comprehensive family office solutions, including resilient portfolio construction, strategic private investment access, and dedicated ESG and impact asset allocation. Their investment strategy integrates liquid and illiquid asset classes, leveraging technology and collaboration for optimized financial outcomes.
Managing Partners Nicole Curti and Yasmine Bouzourene, with CIO Mikaël Safrana, co-founded Capital Y. These seasoned professionals, with decades of collective experience, recognized a need to refresh traditional wealth management practices. This insight inspired a client-centric methodology, delivering personalized, forward-thinking solutions informed by their diverse backgrounds and deep market understanding.
Capital Y primarily serves entrepreneurs, second-generation wealth holders, athletes, and international families, often with Swiss connections. The firm envisions itself as a holistic financial conductor, providing authentic, agile, and multicultural guidance. They commit to offering independent, purpose-driven advice and pioneering investment opportunities, building enduring relationships grounded in trust.
Capital Y Management has 1 tracked investment across 1 company. The latest tracked deal is $6.0M Series A in Cyabra in October 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Oct 1, 2021 | Cyabra | $6.0M Series A | OurCrowd | RED Shepherd Ventures, TAU Ventures, Prime Ventures, Brian Norgard, Will Graylin, Accomplice, Alabaster, Peter Thiel, Harpoon Ventures, Summus Z |