For financial advisors and independent RIA firms
Prequalified, high-intent leads for your firm. Never resold.
Live investor prospects who asked to be matched with an advisor.
Check my territoryLive, 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.
How it works
From investor to your inbox.
- 01Investors arriveFrom publisher and influencer partners and contextual surveys.
- 02They fill a match form13 short steps: needs, age, asset range, goals, timing and contact details.
- 03We match them to youBased on your ideal client profile.
- 04You get the leadBy inbox, phone or the Kapitalwise dashboard, with rules you set on who and when.
What you see on every lead.
- Contact grade and activity score.
- Valid phone and email.
- Intake responses: prospect intent, current age, investable asset range, financial journey, advisor preference and location.
- The days and times the investor said they are available.
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 RESULTS
One firm's results with Kapitalwise.
An East Coast RIA firm managing about $5 billion in assets, as described in Kapitalwise's case study.
“This has significantly streamlined our engagement with new prospective clients, making the process more efficient and effective.”
"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."
The Kapitalwise difference
Five checks before a prospect reaches you.
Kapitalwise designed these checks to filter low-quality contacts and improve each match before a prospect is delivered.
- 01Contact checksEach phone number is confirmed by one-time passcode. Contacts are graded on provider quality and activity, and low-quality leads are rejected.
- 02Financial pictureThird-party demographic data gives you a view of the prospect's finances before the first call. It is directional, not confirmed.
- 03Location checkThe zip code is cross-checked against the address, so each prospect falls inside the territory you serve.
- 04Fraud preventionIP filtering catches proxies and bot submissions before they reach your pipeline.
- 05AI matchingProspects are matched to you based on historical success with similar lead profiles.
Pick a time for your territory check.
On a 30-minute Zoom with the Kapitalwise team, you'll see your territory's investor interest over the last 12 months, broken out by asset tier. You'll get straight answers on coverage and fit, and you'll leave knowing what working together looks like.
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?
Publisher and influencer partners and contextual surveys.
How are leads delivered?
To your inbox, by phone, or in the Kapitalwise dashboard, with rules you set on who and when.
Can I set my area?
Yes. Choose states, or a zip code with a 25 to 75 mile radius. Out-of-area prospects are never assigned or billed.
What does it cost?
Leads run $50 to $365 each, depending on the investor asset tier you target. The Kapitalwise team walks through the options for your firm on the call.