Kapitalwise

For financial advisors and independent RIA firms

See what Kapitalwise reaches in your territory.

Live investor prospects, co-exclusive and never resold.

Check my territory

Live, not aged lists. Investor prospects who asked for an introduction.

Co-exclusive. A maximum of two advisors per prospect, never resold.

Matched to you. By investable asset tier, specialty and conversion likelihood.

What your territory check shows.

  • How much investor interest Kapitalwise has seen in your states, or your zip code and radius, over the last 12 months, by asset tier.
  • Where coverage is thin, you hear it up front.
  • You choose the area: states, or a zip code with a 25 to 75 mile radius. Out-of-area prospects are never assigned or billed.

CLIENT-REPORTED CASE STUDY

One firm's results with Kapitalwise.

An East Coast RIA firm managing about $5 billion in assets, as described in Kapitalwise's case study.

12 to 15 leads a month
about 60% of leads contacted
150 days average sales cycle

“This has significantly streamlined our engagement with new prospective clients, making the process more efficient and effective.”

Registered Investment Advisory Firm, quoted in the Kapitalwise case study

Results reported by Kapitalwise for one client firm. They are not typical, not a promise, and results vary. The source does not state the time period or number of leads behind them.

Check my territory

How a prospect is qualified

Six steps before a prospect reaches you.

  1. 01Lead sourcingTrusted publishers, affiliate partners and contextual surveys.
  2. 02Contact verificationOne-time passcode on phone; low-quality contacts rejected.
  3. 03Financial dataThird-party demographic data is directional, not verified.
  4. 04Location checkZip code cross-checked against the address.
  5. 05Fraud preventionIP filtering catches proxies and bot submissions.
  6. 06MatchingBy investable asset tier, specialty and conversion likelihood.

Pick a time for your territory check.

Calendar not loading? Open it in a new page.

Questions advisors ask first.

Would I be the only one getting a prospect?
No. A maximum of two advisors receive the same prospect. Prospects are never resold.
Is this aged list data?
No.
Where do leads come from?
Trusted publishers, affiliate partners and contextual surveys.
What does it cost?
Pricing is part of the conversation with the Kapitalwise team.