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.

Scenery seen from the office window Scenery seen from the office window

Top Message

CEO kitayama masaichi

Digital and AI provide optimal solutions in the age of 100 years of life and the era of large inheritance!

Since our establishment in April 1990, Capital Asset Planning Inc. has stated its mission through the integration of FT (Financial Technology) and IT (Information Technology), or Fintech, to realize optimal asset allocation of personal assets and an anxiety-free transfer to the next generation in the era of 100-year life span and large inheritance era.
We also consider it our Purpose to realize a prosperous retirement, smooth inheritance, and business succession through the use of digital technology. Capital Asset Planning aims to realize "financial wellness" that achieves a balanced satisfaction given the latent challenges in our nation's economy.

Capital Asset Planning, Inc.

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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)


  • Osaka Head Office
    Osaka Head Office

    2 minutes walk from Exit C83 of DOTICA

  • Tokyo Office
    Tokyo Office

    6 min. walk from Shinagawa Station Konan Exit

  • Fukuoka Office
    Fukuoka Office

    5 min. walk from Chikushi Exit of Hakata Station