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September 12-14, 2022
The Marriott Marquis Times Square, New YorkNew York, NY



Our mission at Kapitalwise is to seamlessly connect client data with marketing and engagement automation. We focus primarily on assisting financial services and fintech verticals.

We deliver these capabilities through a "no-code" client engagement platform, which is capable of linking client information, external data, and financial wellness content to client engagement.  

Headquartered in New York, USA, and founded in April 2018. Seeking Seed funding. 

Tags: AI/ML/NLP, Banking, Customer engagement/acquisition, Data, Digital transformation, Financial literacy, Financial planning, PFM, UI/UX/CX Design, Wealth Management