Investor inquiries
- Use the private match flow if you are comparing advisors around a specific event or second-opinion need.
- Do not submit account numbers, tax returns, Social Security numbers, or sensitive documents through the public intake.
Talk with Capivise.
For investor, advisor, or partnership inquiries, contact info@capivise.com. If you are looking for advisor options around a specific situation, the match flow is the best place to start.
Advisor inquiries
- Advisor profiles should include service focus, state coverage, registration context, capacity, response standards, and disclosure details.
- Prospective advisor partners should be prepared to provide public registration identifiers, compensation context, and referral-agreement details.
Looking for advisor options?
Use the intake instead of sending sensitive details by email.