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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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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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- GA
George Acheampong
CEO & Managing Partner · Other
EmailPhone - KN
Kenney N. Conwell
Co-founder Managing Director · General Business & Management
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Capitalwize, Llc
2 distinct titles indexed · top 2 shown.
- 1ceo & managing partner
- 1co-founder managing director
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