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Capitalwize Logo
Capitalwize CB Rank
633827
Heat Score
65
Capitalwize provides investment and financial advisory services.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 capitalwize.co
Advice
Financial Services
Professional Services
Overview

Capitalwize
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Capitalwize

CB Rank
633827
Capitalwize provides investment and financial advisory services.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 capitalwize.co
Advice
Financial Services
Professional Services

Key People

Details

Legal Name Capitalwize, LLC
Operating Status Active
Company Type For Profit
Founders  George Acheampong Jr., Kenney Conwell
Contact Email clientservices@capitalwize.co
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Capitalwize 360
A comprehensive financial planning service that consolidates and coordinates all aspects of a client’s financial life into a single, accessible plan.
Investment Advisory Services
Management of diversified investment portfolios tailored to client goals, using low-cost index funds and technology-driven strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

91
939.39%
 in past month

IT Spend

$57KThis year, Capitalwize is projected to spend $57K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Amazon (AMZN) Logo
Amazon (AMZN)
80
The Wall Street Journal Logo
The Wall Street Journal
76
Google (GOOG) Logo
Google (GOOG)
73

Active Website Tech Count

26Capitalwize is actively using 26 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Capitalwize's headquarters? Capitalwize is located in Atlanta, Georgia, United States.Who are Capitalwize's competitors? Alternatives and possible competitors to Capitalwize may include HighTower Advisors, Cresset, and  Wealth Enhancement Group.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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