PRE-QUALIFIED LEADS

Scale up your AUM with
High-intent Investor Prospects

Source pre-qualified and pre-vetted investor leads at a fixed cost.

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ADVISOR CONNECT

End-to-end lead management tool built for financial advisors.

We have worked with financial advisors for over six years to build trusted client relationships and boost AUM.

6+

Years in
Business

120+

Trusted
Customers

50+

Publisher
Partnerships

20M+

Monthly
Reach

Drive new Client Acquisition through
Publisher and Influencer Partnerships

Predictable ROI

No more expensive campaigns with unpredictable outcomes – just fixed costs for each new high-intent lead generated.

Automate and Boost AUM

Automate those repetitive, tedious tasks and focus on what matters - add more clients and boost AUM.

Build the Perfect Client-base

Filter leads based on your niche and expertise. Superqualify leads based on AUM, age-range, geography, etc.

A client acquisition and lead management platform built for financial advisors.

Learn How

One platform, One pricing

All features are included as part of the plan. Eliminate the noise and focus on the right prospects.

High Intent Prospects

Funnel investor leads who want to connect with you "now".

Automated Reach-outs

Automate intro meetings and ongoing engagements.

Lead Filters

Filter leads based on region, investable assets, and demographics.

Meetings

Elevate productivity and achieve effective outcomes with streamlined meetings.

Notes

Track the effectiveness of your campaigns and identify common user touchpoints on the path to conversion.

Tasks

Organize, track, and accomplish goals for enhanced productivity and success.

Integrations

Seamlessly integrate with your CRM platform and maintain consistency between your marketing and sales teams.

Hubspot
Salesforce
MS Dynamics
Zoho
Freshworks
100+
Integrations

Elevate Your Practice

With Kapitalwise, you can quickly bring in targeted hight net-worth prospects who are already interested in your services while cutting down on costly marketing spend.

Pre-Qualified Leads Unleashed

Connect with prospects who are genuinely interested in your services. Say goodbye to wasted time and resources and hello to higher conversion rates and accelerated growth.

Data Analytics for Growth

Uncover invaluable insights into your leads' behavior and preferences. Make data-driven decisions that fuel your conversion success and seize growth opportunities.

Engaging Content that Resonates

Deliver compelling content that sparks engagement and forges deeper connections. Establish yourself as a trusted advisor and nurture long-lasting relationships.

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