KapitalWise
Curated by SignalRobo advisory platform enhancing client acquisition for wealth managers.
Overview
KapitalWise is a fintech company that specializes in robo advisory solutions designed for wealth managers. The platform provides automated investment advice and portfolio management services, employing algorithms to optimize asset allocation according to client risk profiles and financial goals. Its offerings include a Connect Widget aimed at improving client acquisition and retention for financial professionals, as well as a customer experience automation cloud that integrates data and content to facilitate client interactions. KapitalWise targets wealth managers and financial publishers, focusing on issues related to client engagement and lead generation through AI-driven solutions, which aim to assist users in converting prequalified leads into clients while enhancing marketing return on investment.
Key facts
- Founded
- 2016
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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Open roles
1 roleSales Executive
United States · On-site · Contract
