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Contact Capivise.
For questions about Capivise, advisor participation, or partnerships, email info@capivise.com. If you want help finding an advisor for a specific situation, start with the match flow.
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Use this form for questions about Capivise, advisor participation, or partnerships. Please do not include account numbers, tax returns, Social Security numbers, or private documents.
Investor inquiries
- Use the private match flow if you want to find an advisor for a specific financial event or second opinion.
- Do not submit account numbers, tax returns, Social Security numbers, or sensitive documents through the public intake.
Advisor inquiries
- Advisor profiles should explain services, state coverage, registration, availability, response standards, and disclosures.
- Prospective advisor partners should be prepared to provide public registration numbers, compensation information, and referral-agreement details.