Company Email Format

Capitalwize, LLC

Financial Services 615 S College St 4 employees

Employees: 4
Contacts: 3
Emails: 3
Phones: 1

capitalwize.co LinkedIn

Capitalwize, LLC Overview

Headquarters: 615 S College St
Website: capitalwize.co
Industry: Financial Services
Employees: 4
Founded: 2017
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Charlotte

About Capitalwize, LLC

Capitalwize is a Fee-Only Registered Investment Advisory Firm. We are true fiduciaries. Which means we have a legal obligation to do what’s in our clients best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means, you can come to us as one centralized point of contact without having to connect any of the dots yourself. You can learn more about our process here.

Capitalwize, LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Capitalwize, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Crystal Roseman	I Help Individuals Invest and Businesses Become More Profitable by Reducing Their Tax Burden and Finding Programs Which Provide Tax Incentives Which		View
Kenney N. Conwell	Founder of Mymoneyedu, Financial Educator, Registered Investment Advisor	Atlanta, Georgia, United States	Email Phone
Da-Zha Jones, Msfp, Cft™, Cepa, Cfp®	Chief Product Officer - Wealth Strategist - Building Teams, Systems & Strategies That Create Generational Wealth	Charlotte, North Carolina, United States	Email
George Acheampong	Founder at Melanin Money	Charlotte, North Carolina, United States	Email