Capivise Start Matching

Not every lead should go to every advisor.

Capivise is building toward a network where introductions are shaped by situation, timing, state, capacity, service focus, and disclosure standards.

Advisor reviewing client planning needs

What a strong advisor profile includes

  • Registration context, CRD or IARD identifiers where applicable, compensation model, and referral agreement status.
  • States served, event focus, account minimums, capacity, and response-time expectations.
  • Focus areas such as business exits, 1031 and DST education, equity planning, inheritance planning, and tax-aware reinvestment.

How Capivise expects advisors to show up

  • Lead with education, fit, and process before product.
  • Respect existing CPA, attorney, advisor, trustee, and family office relationships.
  • Make clear what is advice, what is education, what is a referral, and how compensation works.

Advisor inquiries

Interested firms can contact Capivise while the advisor network workflow is being developed.

Start Matching