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KapitalWise
Kapitalwise is a client acquisition and retention platform designed for financial advisors and publishers. It offers a unified customer experience automation cloud that connects data, content, and…
KapitalWise
Kapitalwise is a client acquisition and retention platform designed for financial advisors and publishers. It offers a unified customer experience automation cloud that connects data, content, and…
TL;DR
What they do: No-code, AI-enabled client acquisition and engagement platform for financial advisors and publishers
Headquarters: New York, NY
Founded: 2017
Scale: ~13 employees; community of ~50,000 users (company claims)
Business model: Subscription with free trial and pay-as-you-go leads
Total funding reported: 844,392 USD; multiple rounds and investors including Techstars, Meyer Global, Bay Wharf Capital