About

CapitalRoad is a Melbourne-based specialist fintech firm, providing integrated cloud-based software as a service (SaaS) for the financial services industry. Our market-leading smart technology, transforms the way businesses manage and communicate with their clients. We specialise in delivering better management reporting, simplifying the presentation of data to clients and harnessing the use of mobile technology to increase client engagement. CapitalRoad knows that reducing the gap between financial services and technology means improved efficiency within wealth management organisations and increased client engagement.

Experience

Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology making elite financial services available to the masses

Expertise

Our team has in depth expertise across all facets of technology and business within the financial services industry

Clients

Our integrated software provides solutions for the Wealth Management and Superannuation industry. Our clients include Platforms, Family Offices, Private Wealth firms, Corporate/Industry Funds and Retail Superannuation Funds.

Location

The CapitalRoad team are Melbourne located and invested in the growth of the fintech market in Australia. All development is performed 100% on-shore in Australia.

Customers - Partners

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Executive Team

The CapitalRoad team has a complementary blend of experience, technical knowledge and personalities.
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Experienced Financial Services Executive previously held CEO and CIO positions with well known brands.

Marshall Stephen

Co-Founder

CEO

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Chief Architect and technical expert responsible for the design of the CapitalRoad ecoSystem and other key registry systems.

Richard Dahlenburg

Co-Founder

Chief Architect

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Extensive experience with well known brands with specific focus upon customer experience and digital marketing.

Dean Lupton

Director

Digital Experience

Contact

how to reach us

If you have any questions in relation to CapitalRoad solutions please enter all of your contact details and request in the form provided and a team member will be in touch promptly.

our address

CapitalRoad Financial Pty Ltd
Level 7, 443 Little Collins Street, Melbourne, Victoria 3000, Australia