Company Information

Get to know KapitalWise

Founded in 2015, KapitalWise is a B2B financial technology company that provides a sophisticated Software-as-a-Service (SaaS) platform for the wealth management industry. The company's mission is to help financial institutions like banks, credit unions, and wealth management firms to digitize and enhance their client interactions. By leveraging artificial intelligence and data analytics, the KapitalWise platform delivers hyper-personalized insights, recommendations, and automated communication, aiming to improve client engagement, increase assets under management, and streamline the entire client lifecycle from onboarding to ongoing service.

Industry

Technology White Label PlatformPRIMARY
Financial Banking
Financial Other Service

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KapitalWise

United States

Founded in

Apr 2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.