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.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 43 W 23rd St, New York,10010,united States
- Phone
- 8622630788
- in****@****ise.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://kapitalwise.ai
- Keywords
- Predictive Analytics, Wealth Management, Fintech, Artificial Intelligence, SaaS, Customer Engagement, Marketing Automation Platform, Lead Generation, Pre-qualified Leads, Generative AI, Financial Advisors, Investor Prospects.
- HQ
- New York
Kapitalwise Inc. Questions
Kapitalwise Inc.'s helpline number is 8622630788
Kapitalwise Inc.'s website is https://kapitalwise.ai
Kapitalwise Inc.'s LinkedIn profile is https://www.linkedin.com/company/kapitalwise
Kapitalwise Inc. has
12 employees.
View email and phone details for 12
employees at Kapitalwise Inc..
Kapitalwise Inc.'s industry is
Financial Services
Kapitalwise Inc.'s top competitors are
Webknot Technologies,
Alaris Acquisitions,
Fleetx.io,
Orange Health Labs,
Isleen Solutions Pvt Ltd,
Esylabs,
0xbefikra | A Befikra Initiative,
Upraiser Agency,
Sanas,
Tinypal.
Kapitalwise Inc.'s support email address is info@kapitalwise.com
Kapitalwise Inc.'s categories are Financial Services
Kapitalwise Inc.'s founding year is 2017
