Kapitalwise

The Leading Marketplace for High-intent Investor Prospects

New York, United States · Founded 2017 · $315K raised

Headquarters
New York, New York
Employees
11–50
Founded
2017
Business Model
B2B
Total Funding
$315K
Last Round
$315K Equity Crowdfunding
Rounds
1

About

Kapitalwise is an AI-powered lead generation and client engagement platform for financial advisors, connecting them with pre-qualified, high-intent investor prospects. Founded in 2017 and headquartered in New York City, it serves over 3,000 active advisors and partners with institutions including Bank of America, Wells Fargo, and Charles Schwab.

Summary

Kapitalwise is an Artificial Intelligence company based in New York, United States, founded in 2017. It has raised $315K in total across 1 round. Investors include Techstars and BREEGA.

Tech & App Stack

4 technologies & apps tracked

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Funding History

$315K

Investors

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