Why Capivise exists.
A business sale, property sale, equity event, inheritance, settlement, or large gain can create decisions that a general list of financial advisors does not help you solve. You need to know who has experience with the situation you are actually facing.
Capivise asks what is happening, when decisions must be made, who is already helping you, and what you want from an advisor. We use those answers to look for relevant experience without asking for private financial documents in a public form.
How Capivise makes the search easier.
The process narrows the search before an introduction and helps both sides prepare for a useful first conversation.
-
Start with what is happening
Tell us about the business sale, property sale, equity event, inheritance, settlement, or other major financial decision that brought you here.
-
Account for deadlines and your current team
Share important dates and whether a CPA, attorney, trustee, broker, current advisor, or other professional is already helping you.
-
Give a potential advisor a useful summary
Your answers explain the situation and the help you want before the first conversation.
-
Keep sensitive records private
Use broad ranges and basic information without uploading tax returns, account statements, legal files, login details, or account numbers.
-
Compare advisors more easily
Ask each advisor clear questions about relevant experience, services, fees, conflicts, and how they would work with your current team.
-
Choose whether to connect
Review what you shared, provide your contact details, and decide whether you want an introduction.
The right advisor depends on the situation.
Relevant experience matters
A capable advisor may still be the wrong fit for a particular event, deadline, state, or service need. Starting with the situation helps narrow the search to experience that may matter.
Preparation makes comparison easier
Using the same starting point helps you compare how different advisors explain their role, process, fees, conflicts, and approach to working with your existing team.
You can keep your current team
A second opinion or introduction does not have to replace your current advisor, CPA, attorney, or other professional. A new advisor may help with one specific event and work alongside the people you already trust.
What Capivise does and what you should verify.
Capivise explains its role clearly and provides guides for checking any advisor before you hire them.
Capivise prepares and introduces
The intake summarizes your situation and can lead to an introduction to an independent financial professional with relevant experience.
An introduction is not advice
Capivise is not your financial advisor, attorney, or tax professional. It does not make an investment recommendation, calculate a tax result, or guarantee that any advisor or outcome will meet your expectations.
Independent verification still matters
Before engaging anyone, review registration, disciplinary history, fees, conflicts, services, experience, and the firm behind the person. Capivise provides practical guides to help you do that work.
Find an advisor you feel prepared to interview.
Capivise helps you reach the first conversation with clearer questions and a better understanding of what to verify before hiring anyone.