Kapitalwise Inc.
PrivateLast Round
Crowdfunding
Jan 9, 2023
Est. Valuation
$14.99M
Total Funding Raised
$1.26M
Company Overview
Kapitalwise Inc. operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Crowdfunding round in January 2023.
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, NLP & Conversational AI, CRM
Business Model
B2B
Customer Profile
Subscription SaaS, Marketplace Commission, Freemium, Revenue Share, Usage-Based SaaS, Services & Consulting
AI Layer
Application
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% |
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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 |
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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 |
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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.
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Kapitalwise Inc. Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Kapitalwise Inc.'s valuation, stock price, and market status.
Is Kapitalwise Inc. a public or private company?
Kapitalwise Inc. is a private company.
What is the current stock price of Kapitalwise Inc.?
Kapitalwise Inc. is a private company, so its shares have no public market price. Caplight tracks Kapitalwise Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Kapitalwise Inc. worth (valuation)?
Kapitalwise Inc.'s valuation is estimated at $15.0M based on funding round data.
Can I buy Kapitalwise Inc. stock?
Kapitalwise Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Kapitalwise Inc.'s last funding round?
Kapitalwise Inc.'s most recent funding round was Crowdfunding on January 9, 2023.
Who are the main investors in Kapitalwise Inc.?
Key investors in Kapitalwise Inc. include Independent Community Bankers of America, Plug and Play Tech Center, Techstars, Holt Xchange, Breega.
Will Kapitalwise Inc. IPO soon?
No public IPO plans have been announced for Kapitalwise Inc..
How can I track Kapitalwise Inc. secondary market activity?
Caplight tracks bids, offers, and trades in Kapitalwise Inc.'s shares on secondary markets.