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
Data and Analytics · DeepTech · Finance · Lending and Investments · Software
Size
11-50 employees
Stage
Other
founded in
2017
KapitalWise is a unified client acquisition and retention platform designed for financial advisors, leveraging AI and automation to connect them with pre-qualified leads. The platform offers products such as pre-qualified leads, an engagement builder, and connect widgets for publishers, enabling financial institutions to enhance their client acquisition and retention strategies. With a focus on customer experience automation, KapitalWise differentiates itself by providing detailed analytics and tools to track and convert leads into clients, positioning itself as a leader in the financial services market.
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