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Capital Asset Planning (3965) · InitiativeAdvancedLatest Earnings (2026-08-07): "Achieved"

Platform Business Structure for Family Offices and IFAs through Wealth Engine and Trust Engine

First written in FY2025. 2 of 4 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-08-07.

4entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025AdvancedFY2026-H1 – 2026-08-072025: 120252026: 32026
Same theme, other companies
Establishing an Asset Management Platform for Family Offices and IFAs through Wealth Engine and Trust EngineA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  2. FY2026-H1AdvancedAnnual report

    「人生100年時代、大相続時代に対応した相続・事業承継、資産運用事業を展開するために、100%子会社の株式会社Wealth Engineを設立しファミリーオフィスビジネスに参入しています。現在、投資助言・代理業、第二種金融商品取引業のライセンス取得に向けて申請中であるとともに富裕層向け資産運用商品の企画・開発を開始しました。」

    Wealth Engineによるファミリーオフィス事業が参入段階から、投資助言・代理業等のライセンス申請及び富裕層向け商品の企画・開発開始へ進展した。
  3. FY2025First statedAnnual report

    「2024年６月に株式会社Wealth Engineを設立し、連結子会社化。2025年７月には株式会社Trust Engineを設立し、連結子会社化。」

    Wealth Engineを100％子会社としてファミリーオフィス・資産管理コンサルティングの担い手とし、Trust EngineをSoftBI社との合弁会社としてIFA・銀行・証券向け資産管理プラットフォームの開発・運営主体とする新たな事業体制を記載した。
Moved together

"Sustainable Growth and Strengthening the Management Foundation Through Revenue Expansion and Improved Profitability" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Sustainable Growth and Strengthening the Management Foundation Through Revenue Expansion and Improved Profitability2×
  3. 2Continued Development and Delivery of New Systems that Meet Market Needs2×
  4. 3Maintaining and Strengthening Relationships with Existing Customers and Developing New Customers2×
  5. 4Expanding Revenue Streams beyond Contract Development and Diversifying Revenue2×
  6. 5Securing Profit and Improving Profit Margins2×
  7. 6Risk of Dependence on Domestic Financial Institutions, Particularly the Life Insurance Industry2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Capital Asset Planning yet. It last moved in the Earnings of 2026-08-07: "Achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Platform Business Structure for Family Offices and IFAs through Wealth Engine and Trust Engine | Capital Asset Planning,Inc. (3965) | Komori