Give your students a real financial foundation.
Capri Partners helps universities, nonprofits, and workforce programs deliver structured financial education at scale — with tools students actually use.
Not a quiz. Not a PDF. Not a one-time workshop.
Most financial literacy programs hand students a resource they never open again. Capri is different — it's a complete financial system with real tools, structured courses, and AI guidance that students keep using long after the program ends.
Your institution gets measurable engagement data. Your students get a platform that actually changes how they manage money.
What your students get
A full financial education platform — not a single feature, but an entire system.
4 structured courses
Investing fundamentals, budgeting, ETFs, and financial mindset — video lessons with built-in progress tracking.
11 financial tools
Net worth tracker, budget planner, debt payoff, retirement planner, savings goals, and more — interactive, not static.
AI financial guide
On-demand answers to any financial question — available 24/7, no staff involvement, educational and structured.
Engagement analytics
Track active users, course completion, tool usage, and session data — exportable for grants, accreditation, and program evaluation.
Web + mobile
Students access Capri from any device — browser or native iOS app. No downloads required for web.
No staff overhead
The platform runs independently. Self-paced learning, AI guidance, and automated progress tracking — your team focuses on advising, not content.
Partnership options
We design the program around your institution — not the other way around.
Campus-wide access
Every student gets full Capri Premium — integrated into orientation, financial aid, or student success programs. One annual agreement, unlimited access.
White-label
A co-branded version of Capri under your institution's name. Your logo, your colors, your domain — powered by our platform and infrastructure.
Program integration
Embed Capri directly into an existing course, accelerator, or TRIO program. Our 4-course learning path becomes your curriculum — no new content to build.
Cohort-based
Enroll a defined cohort — 50, 500, or 5,000 participants. Each gets a guided onboarding experience and you get a dashboard tracking engagement and completion.
How it works
From first conversation to live program — we move fast and make it easy.
Scope your program
We learn about your institution, your students, and your goals. Together we design the right partnership model — campus-wide, cohort, integration, or white-label.
Onboard in days
Students get access through a simple enrollment flow. No lengthy IT integration. We handle setup, onboarding materials, and launch support.
Track outcomes
You get a live dashboard showing engagement, completion rates, and tool usage — the data you need for reporting, grants, and program improvement.
What your institution gets
Real outcomes, real data — not just another resource link on a student portal.
Measurable engagement
Track active users, session frequency, course completion, and tool usage — all in a live dashboard.
Grant-ready data
Exportable engagement and outcome metrics for grant applications, accreditation reviews, and funder reporting.
Retention support
Students who understand their finances are more likely to persist. Capri addresses one of the top drivers of attrition.
Zero staff overhead
The platform runs on its own — AI guidance, self-paced learning, and automated tracking. Your team stays focused on advising.
Student financial confidence
Participants gain real skills — budgeting, investing basics, net worth tracking — not just awareness.
Long-term impact
Students keep their Capri account after the program ends. The financial habits stick because the tool stays with them.
Who we work with
Capri Partners is built for institutions that are serious about financial capability and student success.
Bring Capri to your campus.
Schedule a conversation with our partnerships team to explore how Capri can support your students' financial education.
Schedule a conversation →partnerships@capripartners.co
Important Disclosures: Capri Partners is a financial education platform. We are not a registered investment advisor, broker-dealer, or financial planner. We do not provide personalized investment advice or recommendations.
All content, tools, and AI-generated analysis are for educational and informational purposes only. Institutional partnerships do not constitute endorsement of specific financial products or strategies.