How it Works
How Kapitalwise
Works
We connect you with the top 5% of rigorously vetted fiduciary advisors in the U.S.—trusted professionals focused on your best interests.
Our platform analyzes your goals to deliver personalized matches, data-driven insights, and advisor profiles you can compare with confidence.
Kapitalwise helps you get expert advice tailored to your needs, all in one place.
How Kapitalwise Works
Answer a few questions designed to capture your complete financial picture, including your current milestones, asset makeup, and future goals. The more we understand you, the better your match will be.
Takes less than 2 minutes
Simple questions anyone can answer
100% secure and confidential
Get Matched with Top Advisors
Our proprietary AI-driven tool reviews your profile and recommends 2–3 carefully selected financial advisors who best align with your needs.
A dedicated concierge is available to assist you, answering questions and scheduling introduction sessions when you’re ready
Connect & Compare
You're always in control.
Review advisor profiles, compare expertise, and schedule free, no-obligation consultations—all at your own pace.
Examine credentials, specialties, and planning approaches to make the choice that’s right for you
No pressure. No hidden fees. Just clear, confident decision-making.
Tell Us About Yourself
Answer a few quick questions about your financial goals—whether it’s retirement, investing, tax planning, or saving for college.
01
Takes less than 2 minutes
02
Simple questions anyone can answer
03
100% secure and confidential
Get Matched with Top Advisors
We use intelligent matching to pair you with qualified financial advisors based on your preferences and location.
01
Takes less than 2 minutes
02
Simple questions anyone can answer
03
100% secure and confidential
Connect & Compare
Review advisor profiles, schedule free consultations, and choose the one that fits you best.
01
Takes less than 2 minutes
02
Simple questions anyone can answer
03
100% secure and confidential
Ready to get started?
Your path to smarter financial planning starts here.