Kapitalwise Inc.
Modernizing omnichannel client acquisition for financial advisors
Modernizing omnichannel client acquisition for financial advisors
Kapitalwise Inc. is a unified client acquisition and retention platform for Financial Institutions. Founded in 2017, the company's slogan "Unified Client Acquisition and Retention Platform for Financial Institutions" captures its mission. Using a powerful AI-enabled platform, Kapitalwise offers distinct services. These include sourcing pre-qualified and pre-vetted financial product leads through extensive partnerships with financial publishers and influencers, an engagement builder that utilizes AI to connect internal data and automate business processes, and connect widgets that enable subscribers to access tailored financial products and resources. Based in the United States, Kapitalwise received a $324.39K equity crowdfunding investment on 01 May 2021. With its focus on AI, analytics, finance, fintech, and banking, Kapitalwise is positioned to disrupt the financial industry with its innovative solutions.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Equity Crowdfunding | $324.39K | - | 01 May 2021 | |
| Venture Round | Unknown | 1 |
|
01 Aug 2020 |
| Equity Crowdfunding | Unknown | 1 |
|
19 Mar 2020 |
| Non Equity Assistance | Unknown | 1 |
|
27 Mar 2019 |
| Seed Round | $400.00K | 3 |
|
17 Sep 2018 |
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