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Kapitalwise Inc. logo — Modernizing omnichannel client acquisition for financial adv...

Kapitalwise Inc.

Modernizing omnichannel client acquisition for financial advisors

Founded 2017 United States New York, United States 13 employees Equity Crowdfunding Total: $844.39K AI, Analytics +3

General Information

Company Name Kapitalwise Inc.
Founded Year 2017
Location United States New York, United States
Employees 13
Industries AI, Analytics, Finance +2
Funding Stage Equity Crowdfunding
Social

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About Kapitalwise Inc.

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.

Business keywords: Customer Engagement, Marketing Automation, Lead Generation, Predictive Analytics, Wealth Management, Financial Institutions, Client Acquisition, Retention Platform, No-code Workflow Engagement

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Equity Crowdfunding $324.39K -
01 May 2021
Venture Round Undisclosed 1
Meyer Global Management
Meyer Global Management
01 Aug 2020
Equity Crowdfunding Undisclosed 1
Bay Wharf Capital
Bay Wharf Capital
19 Mar 2020
Non Equity Assistance Undisclosed 1
FinTech Sandbox
FinTech Sandbox
27 Mar 2019
Seed Round $400.00K 3
Breega ICBA THE HOLT XCHANGE
Breega, ICBA +1
17 Sep 2018
Seed Round $120.00K 1
Techstars
Techstars
09 May 2017

Kapitalwise Inc. Alternatives & Competitors

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Kapitalwise Inc. vs
Motiva AI
Motiva AI United States

Better marketing engagement through machine learning.

Seed
11 employees
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Kapitalwise Inc. vs
Optimove
Optimove United States

The leader in Positionless Marketing

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Kapitalwise Inc. vs
Listrak
Listrak United States

Person-First Marketing Automation: Integrate data, identity & cross-channel marketing for hyper-pers...

258 employees
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FAQ About Kapitalwise Inc.

Modernizing omnichannel client acquisition for financial advisors
Kapitalwise Inc. was founded in 2017.
Kapitalwise Inc. is headquartered in New York, United States.
Kapitalwise Inc. operates in AI, Analytics, Finance, Fintech and Banking. Its work centres on Customer Engagement, Marketing Automation, Lead Generation and Predictive Analytics.
Kapitalwise Inc. has approximately 13 employees.
Kapitalwise Inc. has completed 6 funding rounds, raising a total of $844.39K. The latest funding stage is Equity Crowdfunding.
Top alternatives and competitors to Kapitalwise Inc. include Motiva AI, Optimove, Listrak, Fenris, FCB.ai. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Kapitalwise Inc. and Motiva AI are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Kapitalwise Inc., https://bouncewatch.com/company/kapitalwise-inc, updated 25 November 2024. When citing, please name BounceWatch and link this page.

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