Stop Making Financial Decisions Alone!
Find the Right Financial Advisor.
Your financial future deserves expert guidance. We connect you with licensed, vetted advisors tailored to your needs, goals, and lifestyle.
Personalized
Matches
Fee-Only &
Fiduciary Options
No Obligation &
100% Free
How It Works
Simple, Secure & Smart.
Tell Us About Yourself
Answer a few quick questions about your financial goals—whether it's retirement, investing, tax planning, or saving for college.
Get Matched with Top Advisors
We use intelligent matching to pair you with qualified financial advisors based on your preferences and locatio
Connect & Compare
Review advisor profiles, schedule free consultations, and choose the one that fits you best.
No fees. No pressure. Just smart advice.
Why Choose Us
A better way to find a financial advisor
Vetted Professionals
We only work with licensed, background-checked advisors held to fiduciary standards.
Tailored to Your Needs
From new investors to high-net-worth individuals, we match based on what matters most to you.
Transparent Process
No hidden fees. No sales pitches. Just objective advice.
Fast & Free
Get matched in minutes. No cost. No obligation.
Advisor Categories
Find Advisors Specializing In:
Are You a Financial Advisor?
Client Acquisition Made Easier for RIAs
Get validated referrals within your target asset tiers and geography, plus automated, pre-built nurture campaigns.
Target New Clients Now
About Us
We believe everyone deserves access to trusted financial guidance. Our mission is to simplify the advisor search process so you can make confident financial decisions with the right partner by your side.
Frequently Asked Questions
Kapitalwise is a platform that helps people find trusted fiduciary financial advisors and make smarter money decisions.
Kapitalwise connects users with vetted financial advisors across the U.S. Our platform offers a free advisor matching tool, personalized recommendations, and educational resources to support your financial journey—from retirement planning to budgeting.
Whether you're planning for retirement, managing debt, or growing your investments, our platform provides a trusted starting point for your financial journey.
All advisors are thoroughly vetted and must meet strict fiduciary, ethical, and regulatory standards.
Kapitalwise only works with licensed fiduciary financial advisors who are legally obligated to act in your best interest. Every advisor is screened for credentials, clean regulatory records, and a proven commitment to ethical client service. We continuously monitor advisor quality to ensure ongoing reliability and trust.
Kapitalwise advisors are based across the United States and offer both local and virtual support.
Whether you prefer a nearby advisor or someone who works remotely, our network spans nationwide. Our goal is to match you with professionals who understand your financial goals and can serve you effectively, regardless of geography.
The process is fast, easy, and tailored to your needs:
Submit a short Advisor Matching Form on our website.
Our system analyzes your financial goals, preferences, and profile.
We provide 2–3 personalized advisor matches who are best suited for your situation.
You schedule free introductory calls to evaluate and choose the advisor you feel most comfortable with.
Our team is here to support you through the process by answering questions, helping you prepare for advisor interviews, and guiding you every step of the way.
You’ll have a free, no-pressure conversation to explore your goals, ask questions, and evaluate the advisor’s approach.
The intro call is designed to help you and the advisor assess fit. You can discuss your current financial situation, future plans, and any specific areas you want guidance on. The advisor will share how they can help, and you can decide if you’d like to move forward—no pressure, no obligation.
No, showing interest or scheduling a call does not commit you to anything.
We believe financial planning should feel empowering, not pressured. The advisor calls are free and purely exploratory. If you don’t feel it’s the right fit, there’s no obligation. You’re in full control of whether you want to proceed or explore other options.
You can share your concerns in our matching form, and we’ll connect you with advisors who specialize in that area.
Whether it’s retirement, taxes, debt, investing, or major life transitions, we’ll use your input to match you with advisors who have the right background. Our network includes specialists across various domains to ensure you receive targeted, relevant support.
Yes, many of our advisors offer ongoing financial guidance and flexible service plans.
If you find the right advisor during your initial call, you can choose to continue working together through monthly sessions, annual plans, or ongoing portfolio management. Advisors will clearly explain their offerings, so you can select a structure that suits your goals and budget.
Yes, you can choose a time that works for you when booking a call with your matched advisor.
Once you receive your matches, you can view each advisor’s real-time availability and pick a convenient time slot. Many advisors offer flexible hours, including evenings or weekends, to accommodate your schedule.
Connecting with advisors through Kapitalwise is completely free for consumers.
There are no upfront fees, consultation charges, or hidden costs for submitting your information or reviewing advisor matches.
Most users receive advisor recommendations within 24 to 48 hours of completing the matching form. You can immediately begin scheduling interviews and often finalize your choice within a few days, depending on availability and personal preferences.
We prioritize fast, meaningful matches so you can begin your financial journey with minimal delay.
You only pay when you choose to begin working directly with a financial advisor. During your interviews, advisors will clearly explain their fees, which may include hourly rates, flat fees, or percentage-based charges on managed assets, depending on their business model.
We ensure transparency so you can compare advisors and make informed decisions without pressure.
If you need ongoing support, Kapitalwise can connect you with advisors who offer continued services based on your goals.
Many of the advisors in our network offer flexible, ongoing plans—monthly check-ins, annual reviews, or continuous support. Whether you want help managing your finances regularly or just need a one-time consultation, we can match you with someone who fits your preference.
Your satisfaction is our top priority. If the initial advisors we recommend don’t feel like the right fit, we’ll revisit your profile and offer new matches based on updated preferences or feedback.
We’re committed to helping you find a professional who understands and supports your financial goals.
Yes, your personal and financial information is kept private and secure with industry-standard encryption and strict data protection policies.
Kapitalwise uses secure technology to protect your data. Our website is encrypted, and we adhere to industry best practices to protect your data. We handle your personal and financial details with complete confidentiality and the utmost care.
No, you will never be pressured to buy anything through Kapitalwise.
Our platform is built around trust and transparency. The introductory calls with financial advisors are meant to explore fit and provide guidance. There’s no obligation, sales pitch, or hidden agenda—just honest advice and informed conversations to help you decide what’s best for you.