Kapitalwise
Financial Services • 
Manhattan, New York, United States • 11-20 Employees
Company overview
| Headquarters | 43 W 23rd St, New York, 10010, US |
| Phone number | +18622630788 |
| Websites | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Saas, Financial Advisors, Wealth Management, Customer Engagement, Lead Generation, Predictive Analytics, Artificial Intelligence, Fintech, Marketing Automation Platform, Generative Ai, Pre-Qualified Leads, Investor Prospects |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contacts at Kapitalwise
Jessica Gosselin
Customer Success Director
Earl Cox
Director Of Strategic Partnerships
Tim Lindsay
Director Of Business Development
Ana Orti
Director Of Business Development
Kapitalwise Email Formats
Kapitalwise uses 4 email formats. The most common is {first initial} (e.g., j@kapitalwise.com), used 37.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@kapitalwise.com | 62.5% |
{first name} | john@kapitalwise.com | 25% |
{first name}.{last name} | john.doe@kapitalwise.com | 12.5% |
About Kapitalwise
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.
Kapitalwise revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | $324,400 |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Kapitalwise has 7 employees across 2 departments.
Departments
Number of employees
Kapitalwise Tech Stack
Discover the technologies and tools that power Kapitalwise's digital infrastructure, from frameworks to analytics platforms.
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