- Current, confirmable registration and professional information
- Specific experience with one or more major financial events
- Clear compensation, conflicts, minimums, and service scope
- Respect for existing CPAs, attorneys, advisors, and family teams
- Capacity and a reliable response process
- Education and planning before product pressure
For financial professionals
Receive introductions that fit your practice.
Capivise connects people facing major financial decisions with advisors whose experience, state coverage, availability, and services fit the situation. Every advisor applies and every application is reviewed before live matching.
Individual review
Verification required
Secure advisor portal
Built around fit
Introductions are based on fit, not an open lead list.
Capivise collects basic information about the consumer's situation before releasing contact details. A potential introduction can be matched by event type, state, broad asset range, timing, requested help, advisor availability, and verified professional information. Advisors review the opportunity before accepting or declining.
How participation works
How to join and receive introductions.
Approval gives you access to the portal. Verification, agreements, and your availability determine when you can enter live matching.
- 01
Apply
Share your firm, registration, service coverage, compensation model, and the financial situations your practice handles well.
- 02
Review and verification
Capivise reviews the application and may request clarification or supporting public information. Approval is not automatic.
- 03
Secure portal setup
If approved, you receive a one-time link to set your Advisor Portal password and complete availability and profile information.
- 04
Read the opportunity first
Review non-identifying context, fit, timing, and any stated introduction terms before accepting or declining.
- 05
Manage the relationship
Use the portal to respond, update relationship status, manage availability, and keep the Capivise workflow current.
Secure advisor portal
Manage introductions and next steps in one place.
Approved advisors receive private access for reviewing opportunities and managing introductions.
- Review before accepting. See the situation, region, timing, broad financial range, and requested support before contact details are released.
- Control capacity. Update availability and pause matching when your practice cannot take on the right work.
- Manage follow-through. Track invitations, accepted introductions, scheduling, relationship status, and required operational updates.
- Protect consumer context. Contact details remain behind the controlled acceptance workflow.
Capivise Advisor PortalAvailable
New invitations2
Active relationships6
Founder liquidityFL · within 6 months · CPA involved
ReviewConcentrated equityNY · planning phase · second opinion
Review
Who should apply
Practices that can explain where they fit—and where they do not.
Capivise is designed for advisors who can serve a defined situation responsibly, coordinate with other professionals, and respond within an agreed service standard.
- Unverifiable identity, registration, credentials, or firm affiliation
- Guaranteed outcomes or misleading performance claims
- Unwillingness to disclose compensation or referral relationships
- High-pressure outreach or attempts to bypass consumer consent
- No current capacity or no accountable portal owner
- One-size-fits-all positioning for every financial situation
Before you participate
Know the requirements and fees before you accept an introduction.
An application or approval does not guarantee opportunities, volume, exclusivity, or a resulting client relationship.
Any applicable introduction fees, billing terms, or referral disclosures are presented through the operating process and agreements before participation.
Live matching can remain paused until registration review, agreements, portal access, availability, and other operating requirements are complete.
Participating advisors and firms remain independent professionals responsible for their advice, compliance, disclosures, and client relationships.
Ready to apply?
Tell us which client situations your practice handles well.
The application now has its own dedicated page. No payment is due when you apply. Approved advisors review the commercial terms before participating, and fees for accepted introductions are paid separately through Square.
Start the application
Every application is individually reviewed before portal access or live matching.
Advisor questions
Before you apply
Does approval mean I will immediately receive leads?
No. Approval creates the professional record and portal access. Live matching remains controlled by verification, agreements, availability, capacity, service coverage, and current network needs. No opportunity volume is guaranteed.
What happens after approval?
You receive a secure, one-time password link for the Advisor Portal. Inside the operating workflow, Capivise can complete profile, availability, verification, agreement, and billing requirements before enabling live matching.
When is a credit card required?
Not during the application. Any applicable fee is disclosed with the introduction terms. After an advisor accepts a fee-bearing introduction, payment is completed through Square’s hosted checkout; Capivise does not collect or store the card number.
Can a firm submit more than one advisor?
Yes. Each professional should have an individual record and accountable portal access. Begin with the professional who will own the relationship, then coordinate additional team members during review.
How are potential introductions handled?
Eligible advisors may receive a private opportunity with limited, non-identifying context. The advisor can review fit and stated terms before accepting or declining. Consumer contact details are released through the controlled workflow after acceptance.