Locations
United States · New York County, NY, USA · New York, USA · New York, IA, USA · New York, NY, USA · Manhattan, New York, NY, USA · Soho, New York, NY, USA · Soho, New York, NY, USA
industry
Finance
Size
11-50 employees
Stage
Other
founded in
2017
Kapitalwise offers a unified client acquisition and retention platform for financial institutions. Through a powerful AI-enabled platform, Kapitalwise provides the following services: Pre-qualified leads: Predictable marketing ROI is critical for financial institutions. Through our extensive partnerships with financial publishers and influencers, we source pre-qualified and pre-vetted financial product leads for our clients. Engagement builder: An easy-to-use AI platform that helps teams connect internal data, derive insights, automate business processes, create marketing campaigns, and automate sales on a single platform. Kapitalwise also offers over 5000+ financial blogs, calculators, and email templates to reduce the pain of sourcing compliant-vetted content for financial marketing. Connect widgets: Foster and deepen your subscribers' trust by empowering them to access tailored financial products and resources that align perfectly with their financial objectives.
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