About us
Toward the realization of financial wellness
We support the digital transformation of financial institutions through the integration of FT and IT. We promote optimal asset allocation of personal assets and create a platform to achieve financial wellness.
Top Message
Digital and AI provide optimal solutions in the age of 100 years of life and the era of large inheritance!
History
Overview of our company’s history
- April 1990
- Established in Chuo-ku, Osaka for the purpose of contract development and package software development services for financial retail business
- August 1990
- Development of FP system (Life Plan Simulation)
- November 1993
- Development of needs analysis software and sales front-end system
- October 1996
- Tokyo office opened
- July 2000
- Head office relocated to JRE Dojima Tower (current address) in Kita-ku, Osaka City
- August 2000
- Development of a defined contribution pension plan website
- May 2003
- Development of CAP Library
- June 2005
- Development of sales support system (SMA front system)
- December 2007
- Development of bank teller systems for multiple life insurance companies
- January 2008
- Obtained Information Security Management System (ISMS) certification
- November 2009
- Launched Wealth Management Workstation (WMW), an integrated asset management system.
- March 2010
- Acquired Quality Management System Certification
- July 2012
- Established the Family Office Practice Study Group.
- January 2016
- Acquired add-on certification for Personal Information Protection Management System (PIMS)
- April 2016
- Jimbocho office opened in Chiyoda-ku, Tokyo
- October 2016
- Listed on JASDAQ market of Tokyo Stock Exchange
- April 2017
- Fukuoka Office established in Fukuoka City, Fukuoka Prefecture
- December 2017
- Tokyo office relocated to Shinagawa Season Terrace (current address) in Minato-ku, Tokyo
- September 2018
- Changed to the Second Section of the Tokyo Stock Exchange.
- January 2019
- Acquired shares of Inform Inc. and made it a consolidated subsidiary.
- September 2020
- Launched "Design Your Goal" (DYG), a goal-based planning system.
- December 2020
- Listed on the First Section of the Tokyo Stock Exchange
- April 2022
- Moved to the Standard Market due to the revision of the market classification of the Tokyo Stock Exchange.
- May 2022
- Consolidation of Jimbocho Office into Tokyo Office
Company Profile
| Company Name | Capital Asset Planning, Inc. |
|---|---|
| Office | ＜Head Office＞ JRE Dojima Tower 6F, 2-4-27 Dojima, Kita-ku, Osaka-shi, Osaka 530-0003 ＜Tokyo Office＞ Shinagawa Season Terrace 27F, 1-2-70 Konan, Minato-ku, Tokyo 108-0075 ＜Fukuoka Office＞ A.R.K Building 7F, 2-17-5 Hakataeki-higashi, Hakata-ku, Fukuoka-shi Fukuoka 812-0013 |
| Board Members |
CEO Masaichi Kitayama Senior Executive Director Tsutomu Satomi Director Koichi Aoki Director Shigeo Ando Director Hideo Nakoshi Director Tadahiro Sakamoto |
| Statutory Auditors | Michio Kimoto Masaki Ukawa Masuji Ueda |
| Date Established | April 16 , 1990 |
| Number of Employees | 344 （Consolidated、As of September 30, 2023） |
| Capital Stock | ¥944 million（As of January 18, 2024） |
| Affiliated Organization | Japan Information Technology Services Industry Association (JISA) Financial Accounting Standards Foundation (FASF) Japan-Insider Registration & Identification Support System (J-IRISS) |
Access
-
Osaka Head Office2 minutes walk from Exit C83 of DOTICA
-
Tokyo Office6 min. walk from Shinagawa Station Konan Exit
-
Fukuoka Office5 min. walk from Chikushi Exit of Hakata Station