Get started with Wealthbox + Kapitalwise

Kapitalwise is a modern, AI-powered, pre-qualified lead generation platform designed specifically for financial advisors and wealth management professionals. The platform uses proprietary matching algorithms to identify and qualify high-potential prospects, delivering vetted leads to advisory firms ready for engagement. With the Kapitalwise integration, financial advisors using Wealthbox can automatically sync Kapitalwise-sourced leads directly into Wealthbox. This eliminates manual data entry and ensures that every new opportunity is captured, organized, and ready for follow-up.

Create a new contact in Wealthbox when a lead is generated from Kapitalwise, allowing advisors to quickly categorize prospects as Kapitalwise leads or new clients directly within their workflow.