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PRIVATE BANK LOANS
ADVISORY AND PLACEMENT AGENCY

Your Trusted Advisor.

We provide luxury finance and commercial loan solutions to small/medium enterprises and their rising centimillionaire owners (SMERCs).  As an open-architecture loan placement platform, we match qualified borrowers with over 300 bank and non-bank lenders across twenty distinct product lines. In an environment where large banks have adopted one-size-fits-all solutions, our rigorous outreach programs and extensive network allow us to obtain a broader array of solutions than any of our competitors.   

In addition, we seamlessly integrate strategic advisory services for our clients who often have complex circumstances  spanning across their personal assets, investments and businesses. For every engagement, our process includes a comprehensive financial review to ensure that both standardized and bespoke lending solutions align with our clients' broader wealth planning objectives.

     

Luxury Commercial Finance 

Strategic Advisory for SMERCs

 *  CAPLINX does not  offer consumer loans and shall refer clients to consumer loan providers as appropriate.  

loans

KEY PARAMETERS

Caplinx logo, symbolizing trust and innovation in open-architecture lending solutions for family offices, private banks, commercial banks, and private capital partners

WHO WE SERVE? 

SMERCs   

​ Despite being a critical part of our economy, SMEs and rising centimillionaires (SMERCs), often operate with limited resources and internal expertise. Our advisors offer an external informed perspective to help navigate complexities, identify blind spots, and make informed decisions they might struggle to address internally. We offer a specialized consulting service providing expert, objective guidance to help these businesses develop and implement effective, long-term strategies for growth, efficiency, and financial sustainability. 

WHY CAPLINX? 

Process.  

  • Comprehensive Financial Review: Lenders consider all aspects of a client's finances, including liquid and illiquid assets, non-traditional income sources, business equity, and liabilities. This allows for a deeper understanding of the borrower's capacity to repay and overall financial health.

  • Customized Solutions: Instead of offering standardized loan products, the terms, structure, and collateral are tailored to meet the client's unique circumstances and objectives.

  • Diverse Funding Options: Providers may offer access to a broad network of lenders and innovative loan programs beyond conventional bank loans, such as portfolio loans, alternative lending platforms, and specialty financing.

  • Integrated Wealth Planning: The borrowing strategy is considered within the context of the client's overall wealth plan, ensuring that the loan helps them achieve larger, long-term financial goals without disrupting their investment portfolio or other financial strategies

​​

People.  Our Private Credit Advisor (PCA) team is comprised of senior industry players with backgrounds in accounting, finance, private banking, investment banking, marketing, and technology. 

​​​

Network.  Our financier network is comprised of more than 300 bank and non-bank capital providers from which we select the best solutions for each of our clients based on a number of factors including collateral type, deal size, financial strength, geography and risk-reward profile of each borrower​. In addition, our network of CPA's, lawyers, consultants, brokers, have been developed over a 30-year period and are all representative of best-in-class providers in their sector. 

 *  CAPLINX does not  offer consumer loans and shall refer clients to consumer loan providers as appropriate.  

Caplinx logo, representing a trusted open-architecture financial services platform specializing in custom loan solutions, private banking, commercial lending, and private capital for family offices and affluent clients

TESTIMONIALS

testimonials

 Chairman, Forbes 400 Family Office, Miami

We have engaged members of the CAPLINX team as advisors in numerous financings over the last decade and they have excellent access to top lenders at banks, and they are great negotiators.

CEO, Forbes 400 Family Office, Palo Alto

The CAPLINX team's experience extends beyond Private Bank lending.  The team also played a role in the formulating of FX and Interest Rate hedging strategies to reduce risk in our liability portfolio. 

Chairman, $30 billion Market Cap Company

 We've worked with numerous bankers in the past, but we continue to engage CAPLINX as our trusted advisor. Heightened responsiveness, deep and broad industry contacts and the ability to quickly formulate solutions are all hallmarks of our dealings with CAPLINX.

PROVEN RESULTS

SPEED

Our technology and access to lenders

allows you to leverage our relationships 

  CERTAINTY  

Access to the widest set of solutions

increases successful outcomes   

SATISFACTION

Our experienced team is available

24/7 to assist you  

Team

TEAM

Caplinx logo, a financial services platform providing custom loan solutions, private banking, commercial lending, and private capital for family offices and affluent clients
Portrait of Mark Chiappara, Caplinx CEO and Managing Partner leading open-architecture lending, private banking, and commercial loan strategies

Mark Chiappara

Mr. Chiappara is CEO and 

Managing Partner of  CAPLINX   

Greg Bibas, Managing Director & Chief Technology Officer at Caplinx, overseeing lending technology and platform architecture

Greg Bibas

Nico Podolla_edited.jpg

Nico Podolla

Mr. Bibas is Managing Director and

Chief Technology Officer at  CAPLINX  

Nico Podolla is an Associate and

Business Development Officer at  CAPLINX  

ADVISORS AND BOARD

Greg Barrow, Managing Director and Senior Advisor at Caplinx, affiliated with General Capital Partners

Greg Barrow
Managing Director
General Capital Partners

  Senior Advisor

Deborah Schmidt Robinson, Managing Director & Senior Advisor at Caplinx, specializing in art advisory and finance

Deborah Schmidt Robinson
Managing Director
Art Advisory and  Finance 

 

  Senior Advisor

Steve Young, Managing Director & Senior Advisor at Caplinx and former executive at Citi Private Bank

Steve Young 
Managing Director
Citi P
rivate Bank

Senior Advisor 

Jonathan Gopman, Partner and Board Member at Caplinx, serving in legal and capital advisory roles

Jonathan Gopman 
Partner
Nelson Mullins 

 

Board Member

With team members in New York, Florida and California,

we are available 24/7 to answer your questions

contact

APPLY 

Caplinx logo representing a premier financial services company offering tailored loan structures, commercial lending, and private banking solutions for wealthy clients and family offices

Request For Proposal ("RFP")   

Enter your contact information below and

one of our advisors will contact you shortly

Caplinx logo for Caplinx, a trusted provider of flexible loan solutions through private capital, commercial banks, and private banking partners

Call
(800) 864-2626

Thank you!

Neither CapLinx, LLC nor its affiliates is in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

CAPLINX, LLC

221 W 10th Street 3rd Floor / #210
Wilmington, DE 19801 

CAPLINX, LLC

1441 Brickell Ave, Suite 1510

Miami, Florida 33131 

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*  CapLinx    is a registered trademark of WealthTree Group LLC.

®

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