Kapitalwise Inc.
PrivateLast Round
Crowdfunding
Jan 9, 2023
Est. Valuation
$14.99M
Total Funding Raised
$1.26M
Company Overview
Kapitalwise Inc. is a fintech company that provides a unified client acquisition and retention platform for financial institutions and advisors.
Sector
FinTech
Verticals
Wealth Management, Marketing, Sales Enablement, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Marketplace Commission, Freemium, Revenue Share, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Kapitalwise Inc. Comparables
Compare Kapitalwise Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Respond.com Inc. | 77% | |
| Zoe Financial | 77% | |
| SmartAsset | 74% | |
Kapitalwise Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Crowdfunding | Jan 9, 2023 | ||||
| Crowdfunding | Apr 30, 2021 | ||||
| Seed | Sep 10, 2020 |
Kapitalwise Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Independent Community Bankers of America | Seed |
| Plug and Play Tech Center | Seed |
| Techstars | Seed |
| Holt Xchange | Seed |
| Breega | Seed |
| The Venture Center | Seed |
| FinTech Innovation Lab | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 9, 2023
Raised $41K in a crowdfunding round.
- Apr 30, 2021
$268K raised in a crowdfunding round.
Kapitalwise Inc. Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Kapitalwise Inc.'s valuation, stock price, and market status.