Capivise Operations

Demo admin shell for leads, advisors, funnel configuration, and assignments.

Leads3

Advisors5

Landing Pages5

Questions8

Demo Advisor Network

Alexandra Pierce Pierce Family Liquidity Partners · Palm Beach, FL Founder and Private Wealth Advisor · RIA

$2,000,000 min 4 slots/week 12h SLA

Business owner liquidity Post-sale income design Family governance

Jonathan Mercer Mercer Real Asset Advisory · Palm Beach, FL Real Estate Wealth Strategist · RIA / Insurance Licensed

$1,000,000 min 8 slots/week 8h SLA

1031 exchange planning DST education Real estate capital gains

Natalie Sloane Atlantic Tax-Aware Wealth · West Palm Beach, FL Tax-Aware Wealth Advisor · RIA

$750,000 min 6 slots/week 12h SLA

Tax-aware reinvestment Charitable planning coordination Concentrated gains

Mateo Castillo Biscayne Exit and Equity Advisory · Miami, FL Exit Planning and Equity Compensation Advisor · RIA

$1,500,000 min 5 slots/week 10h SLA

Founder liquidity Executive equity compensation Concentrated stock

Caroline Whitaker Hudson Private Capital Counsel · Manhattan, NY Private Wealth Strategist · RIA

$2,500,000 min 4 slots/week 12h SLA

Complex wealth transitions Legal settlement planning Estate liquidity

Dennis Traina business_sale · FL

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Dennis Traina equity_liquidity · ID

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Dennis Traina business_sale · IL

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