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VerifiedFinancial Services· Founded 2017

Capitalwize, Llc

Capitalwize is a Fee-Only Registered Investment Advisory Firm. We are true fiduciaries. Which means we have a legal obligation to do what’s in our clients best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means, you can come to us as one centralized point of contact without having to connect any of the dots yourself. You can learn more about our process here.

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HeadquartersCharlotte, United StatesEmployees3(1 to 10)Annual revenue$100M to <$1BFounded year2017Websitecapitalwize.coLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

3

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

7

organic / mo

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Top roles at Capitalwize, Llc

2 distinct titles indexed · top 2 shown.

  • 1ceo & managing partner
  • 1co-founder managing director

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