The Leading Marketplace for High-intent Investor Prospects

Offers the best lead generation affiliate program for both financial advisors and publishers.
Financial Advisor Signup Affiliate Signup

Trusted by financial institutions of all sizes

Connecting the dots between client acquisition,
engagement, and retention.

A customer experience automation cloud that boosts client acquisition and retention by connecting data, content, and interfacing.

01

Publishers & Influencers

02

Connect Widgets

03

High-intent Prospects

04

Engagement Automation

The best-in-class platform to find, acquire, and retain customers

Pre-qualified Leads

Boost your client acquisition with automated lead generation through publisher partnerships.

Features
  • Maximize your marketing ROI with pre-qualified leads.
  • Receive leads who are already interested in your services.
  • Pay-as-you-go pricing with no minimum commitment.
Learn More
OR
Get Started Free

Engagement Builder

Convert your contacts and leads into revenue through an easy-to-use client engagement builder platform.

Features
  • AI signals and Moments of Truth.
  • Engagement automation with templates and content.
  • Detailed analytics and customer journey tracker.
Learn More
OR
Get Started Free

Connect Widgets - for publishers and influencers

Generate additional income by placing the Connect Widgets in your financial content.

Features
  • Skyrocket your content monetization.
  • Gain subscribers' trust and loyalty.
  • Free and easy to start. All you have to do is drop the little Connect Widget code into your content.
Learn More
OR
Get Started Free

High-quality pre-verified leads delivered directly into your inbox

The only platform that sends you pre-qualified leads and provides tools, content, data, and analytics to track and convert those leads into clients.

Learn How

Hear From Our Clients and Partners

The Kapitalwise team doesn’t simply offer a technology platform. They give us strategic advice from a customer experience automation perspective and excellent digital content to leverage data to serve our customers better.

Michael Gill

Vice President, Flora Bank & Trust

Financial institutions need to be prepared with such agile and easy to deploy tools for better customer engagement where digital transactions are becoming the new normal.

Brendan Holt Dunn

CEO, Holdun Family Office

We partnered with the Kapitalwise team because of their out of the box thinking around customer financial wellness and engagement. Along the partnership journey, we also realized some immense value that the team brought along – agility, a customer-centric mindset, and a collaborative approach to building memorable products.

Ankush Samant

Head, Design Thinking, Standard Chartered Bank

We are using Kapitalwise for managing our inbound and outbound lead generation. So far we have seen a tremendous increase in the number and quality of the lead. If you are stuck, their support team is always there to help you.

Sabrina Park

Head of Digital Creative Strategy, BeSmartee

Go Live in Just Three Steps

1

Define Ideal Customer Profile

Investable Asset, Age Group, Location, etc.

2

Set a Monthly Budget

Set a monthly budget to spend on expanding your book of business.

3

Branding and Automation

Create engagement automation and adjust the colors and themes.

Join a community of over
50,000 people

For trends in financial marketing, exclusive deals, new features - plus a few surprises.

Work with world-class partners

We partner with the best technology companies to help our customers expand their book of business and better serve their clients.

Redtail
Techstars
ICBA