Company profile
Kapitalwise Inc.
Modernizing omnichannel client acquisition for financial advisors
- Industry
- Financial Services
- Employees
- 17
- Headquarters
- New York
- Founded
- 2017
- Office locations
- 1
Kapitalwise Inc. company summary
Kapitalwise Inc. is a company in the Financial Services industry, headquartered in New York, founded in 2017. On LinkedIn the company has around 17 employees. Its listed specialties include Predictive Analytics, Wealth Management, Fintech, Artificial Intelligence, SaaS.
What technology does Kapitalwise Inc. use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About 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 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 complaint-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. Publishers and influencers can generate additional income by placing the Connect Widgets in their content.
Specialties
Where is Kapitalwise Inc. located?
Kapitalwise Inc. lists 1 location.
Compare companies similar to Kapitalwise Inc.
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Kapitalwise Inc. kapitalwise.ai | Financial Services | 17 | 2017 | New York |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Kapitalwise Inc.
What does Kapitalwise Inc. do?
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 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 complaint-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. Publishers and influencers can generate additional income by placing the Connect Widgets in their content.
How many employees does Kapitalwise Inc. have?
Kapitalwise Inc. has around 17 employees on LinkedIn.
Where is Kapitalwise Inc. headquartered?
Kapitalwise Inc. is headquartered in New York.
When was Kapitalwise Inc. founded?
Kapitalwise Inc. was founded in 2017.
Build a lead list from companies like Kapitalwise Inc.
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.