Capivise Start Matching

Built for people making a big financial transition.

A major payout, sale, inheritance, settlement, or tax deadline can make every advisor sound relevant. Capivise helps narrow the first advisor meeting to the kind of help the situation actually calls for.

Professional reviewing planning questions at a desk

Why the platform exists

  • People are not short on financial pitches. They are short on a simple way to decide who is worth speaking with first.
  • The intake focuses on the situation, timing, state, current team, and type of help requested.
  • Capivise is designed to complement existing CPAs, attorneys, advisors, trustees, bankers, and family contacts.

How it should feel

  • Private enough for a sensitive transition.
  • Simple enough to finish without documents or account numbers.
  • Careful enough to separate education, introduction, and advice.

Have a situation in mind?

Start the intake and see which questions Capivise asks before an introduction.

Start Matching