Kapitalwise Product Update: September 2026
As we continue building a platform that helps advisors connect with the right prospects and close them more efficiently, we’re proud to launch three updates…
Category: SaaS
How Financial Advisors Can Set Themselves Apart from Robo-Advisors
Key Takeaways Robo-advisors didn’t end the financial advisory profession. In many ways, they expanded it. The investors using Betterment and Wealthfront today are not your…
Just Launched: Smarter Call Timing for Matched Prospects
Last Updated on March 20, 2026 Written by: Bradford Embree, MSEI Reviewed by: Sajil Koroth Reviewed by: Justin Estes Edited by: Shreya Roy × View…
25 AI Prompts for Wealth Managers and Financial Planners
Last Updated on March 20, 2026 Generative AI is here to stay. Financial advisors who figured this out early are already using AI to draft…
Where AI Is Taking Financial Advisory: A Message from CEO Sajil Koroth
Last Updated on March 20, 2026 Written by: Sajil Koroth Reviewed by: Justin Estes Reviewed by: Bradford Embree, MSEI Edited by: Shreya Roy × View…
Kapitalwise Announces Strategic Integration with Redtail CRM
Last Updated on March 20, 2026 NEW YORK, NY, September 13, 2024—Kapitalwise, a leading marketplace for high-intent investor prospects for financial advisors, today announced its…
Financial Advisors: Buying Qualified Leads vs Outbound Marketing
Explore the pros and cons of buying qualified leads vs outbound marketing for financial advisors. Learn how to integrate both strategies for optimal client acquisition and practice growth.
Wealth Management Marketing: Proven Strategies to Grow Your Business
Discover proven wealth management marketing strategies for 2024. Attract high-net-worth clients and grow your firm with expert tips and Kapitalwise solutions.
High Net Worth Lead Generation: Strategies to Attract Wealthy Clients
Attract more high-net-worth leads for your business. Learn proven strategies for identifying wealthy prospects, leveraging email nurturing, and optimizing results.
Qualified Leads for Financial Advisors: The Ultimate Guide
Last Updated on March 19, 2026 Generating a steady stream of qualified leads is crucial for financial advisors looking to grow their book of business.…