Kapitalwise
The Leading Marketplace for High-intent Investor Prospects
- Headquarters
- New York, New York
- Employees
- 11–50
- Founded
- 2017
- Business Model
- B2B
- Website
- kapitalwise.com
- Total Funding
- $1.0M
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.
App Stack
Redtail CRMRedtail TechnologyWealthbox CRMWealthbox
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