Capstack.ai: Revolutionizing Loan Trading and Portfolio Management for Financial Institutions

Capstack.ai is a secure, digital marketplace developed by Capstack Technologies that empowers banks and credit unions across the U.S. to trade loans, service portfolios, and gain real-time insights through advanced analytics. Designed for financial professionals, the platform streamlines liquidity access and portfolio diversification by integrating core banking functions with real-time communication tools, enabling seamless, transparent transactions. With over 200 registered institutions and $2B+ in managed assets, Capstack.ai supports a diverse range of loan types including Commercial Real Estate (Non Owner Occupied, Owner Occupied), Multifamily Residential Real Estate, and Farmland Loans. Backed by Citi Bank and built by a team of industry experts, it represents a modern, scalable solution for institutional lending workflows.

Key Features:

• Loan Trading Marketplace: Secure platform for direct loan transactions between financial institutions.
• Portfolio Analytics: Real-time insights to optimize asset management and strategic decision-making.
• Loan Servicing Tools: Integrated solutions for efficient loan lifecycle management.
• Real-Time Communication: Built-in collaboration features for faster deal execution.
• Asset Diversity Support: Handles multiple loan types including CRE, Multifamily, and Farmland Loans.
• Digital & Secure Infrastructure: Combines banking operations with blockchain-like security and transparency.
• Institutional Scale: Trusted by over 200 banks and credit unions with $2B+ in assets managed.

Pricing: Capstack.ai operates on a subscription-based model tailored for financial institutions, offering scalable access to its full suite of trading, servicing, and analytics tools.

Conclusion: Capstack.ai is a powerful, enterprise-grade platform that transforms loan portfolio management with secure digital trading, intelligent analytics, and seamless servicing—ideal for banks and credit unions seeking efficiency, liquidity, and growth in a competitive financial landscape.