Capitolis, a financial technology company, announced a year of record-breaking performance in 2025 across its Portfolio Optimization business, encompassing its FX, Rates, and Credit products. This performance highlights Capitolis’ role in driving efficiency and innovation in portfolio optimization for the financial industry.
Throughout 2025, Capitolis reported continuous record reductions in FX Optimization across FX Initial Margin, FX Capital, and FX Gross Notional. In Rates Optimization, the company achieved a record reduction in Initial Margin and Capital, which saw a 3.5 times increase since the acquisition of Capitalab. The Credit segment also realized significant reductions in Credit Initial Margin.
The company introduced several new offerings, including its Futures Porting solution and FX Initial Margin, and expanded its Novation service with the introduction of Straight-Through Processing. These solutions were developed in response to client demand, aiming to address challenges such as reducing the cost of capital, funding, and operational expenses. The offerings have attracted both buyside firms and regional banks, contributing to further network expansion.
“Capitolis is recognized as the innovation partner in capital optimization,” said Gavin Jackson, Co-Head of Portfolio Optimization at Capitolis. “We are experiencing strong demand from clients, with more opportunities and requests than ever before. To meet this, we are significantly investing in our innovation team and accelerating our product roadmap to deliver solutions that impact the market and add value for our clients.”
Kate Weston, Co-Head of Portfolio Optimization at Capitolis, added, “Our network continues to set records, and the growth we observed last year reflects the trust and partnership we have cultivated with our clients. By emphasizing operational excellence and expanding our platform, we are enhancing efficiency and liquidity for participants across the industry.”
Capitolis has maintained its momentum through the launch of new products, the expansion of its client network, and the strengthening of its leadership team with key appointments. Recent additions include Okan Pekin as President, Roy Saadon as Head of Market Development, Portfolio Optimization, Richard Schiffman as Chief Product Officer, Amol Naik as Chief Operating Officer, and Melanie Carucci as Global Head of Sales.
Capitolis, founded in 2017, is a technology company focused on creating more efficient financial markets by unlocking capital constraints and enabling greater access to diversified capital and investment opportunities. The company’s solutions are designed to drive growth for global and regional banks and institutional investors. Capitolis is supported by venture capital firms such as Canapi Ventures, 9Yards Capital, SVB Capital, Andreessen Horowitz (a16z), Index Ventures, Sequoia Capital, Spark Capital, and S Capital, alongside leading global banks including Barclays, BNP Paribas, Citi, J.
P. Morgan, Morgan Stanley, Standard Chartered, State Street, and UBS.
The company has received multiple industry recognitions, including being named to the Inc. 2024 Best in Business list in the Financial Services and Innovation & Technology categories, and honored for the third consecutive year in the 2025 Euromoney Foreign Exchange Awards. Capitolis has also been included on CNBC’s World’s Top Fintech Companies list for the past three years, Deloitte’s Technology Fast 500 list in consecutive years, and Fast Company’s list of The World’s Most Innovative Companies for 2023. American Banker recognized Capitolis among the Best Places to Work in Fintech, and Crain’s New York Business named it one of New York City’s Best Places to Work in 2025 for the fourth consecutive year.
