Kapitalwise Inc.

Kapitalwise offers a unified client acquisition and retention platform for financial advisors. Through a powerful AI-enabled platform, Kapitalwise provides the following services: Pre-qualified Leads: Predictable marketing ROI is critical for financial advisors. Through our extensive partnerships with financial publishers and influencers, we source pre-qualified and pre-vetted investor leads for financial professionals. Engagement Builder: An easy-to-use AI platform that help teams connect i[1][2]

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2017 Founded3 People on the graph

Overview

Kapitalwise Inc. is a fintech artificial intelligence company based in New York [1][7]. The company offers a unified client acquisition and retention platform for financial advisors, providing pre-qualified leads sourced through partnerships with financial publishers and influencers, as well as an engagement builder platform to help teams connect with clients [2]. Kapitalwise describes its focus as "modernizing omnichannel client acquisition for financial advisors" [5]. The company operates with a team of 17 employees [4] and maintains a LinkedIn following of 20,604 [6].

Business address: 43 West 23rd Street, New York, New York, 10010. [7]

Growth & traction

LinkedIn lists 17 people working at Kapitalwise Inc.. [4]

Leadership & org chart

Sajil KorothFounder & Chief Architect

Focus

Kapitalwise Inc. describes itself as "Modernizing omnichannel client acquisition for financial advisors".[5]

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