Capivise Start Matching
Nine professional advisor portraits arranged in a grid
How Capivise works

Tell us what is happening. We will look for an advisor who may fit.

Answer a short set of questions about your situation, timing, and the help you want. Capivise uses those answers to look for a financial advisor with relevant experience.

1

Tell us what is happening

Start with a business sale, property sale, equity event, inheritance, settlement, large gain, or second opinion.

2

Share the basics

Tell us the timing, state, broad dollar range, people already helping you, and what you want from an advisor.

3

Review your answers

Check the summary Capivise will use to look for an advisor.

4

Request an introduction

Provide your contact details and permission before Capivise shares anything with an advisor.

A clear summary

Your answers prepare the advisor for the first conversation.

The intake gives Capivise and a potential advisor the basic facts before anyone contacts you. That means less time repeating the backstory and more time discussing the decisions in front of you.

What changed When it matters Who is already involved What you want help deciding
Private profile Your situation Reviewed before an introduction is requested
Better preparationLess time repeating the backstory
More relevant questionsFocus on the decision in front of you
A clearer next stepInterview and verify the advisor before hiring anyone
Advisor and client reviewing planning questions together
A clear summary helps the first conversation start in the right place.
Why the questions matter

Small details can change the kind of advisor you need.

A business owner preparing to close may need different help from someone whose sale proceeds are already in cash. A 1031 exchange deadline requires different experience from a general real estate investment question. Capivise asks about the details that affect advisor fit.

Timing
Shows whether there is time to plan before a deadline and which choices are still available.
Current team
Clarifies whether an advisor needs to coordinate with a CPA, attorney, trustee, broker, or qualified intermediary.
Main concern
Shows whether you need help with taxes, income, investment risk, deadlines, family concerns, or a second opinion.

“Capivise helps you prepare for the first meeting so you can decide whether an advisor is right for you.”

Why Capivise asks these questions
After you submit

What happens after you request a match.

Capivise reviews your answers and looks for an advisor with relevant experience, state coverage, and availability. An introduction is not a recommendation.

  1. 01

    We review your situation

    Your situation, state, timing, requested help, and broad financial range tell us what kind of advisor experience to look for.

  2. 02

    We look for relevant experience

    We consider the advisor's experience, services, state coverage, availability, and the preferences you shared.

  3. 03

    We contact you about a possible introduction

    Capivise uses the contact details and permission you provided to arrange the next step.

  4. 04

    You interview and verify the advisor

    Ask about fees, conflicts, services, registration, and relevant experience before deciding whether to hire the advisor.

What to share

Share the basics, not sensitive documents.

The public intake asks for broad information about your situation. Save account statements, tax returns, and legal documents for a secure process with a professional you have chosen and verified.

Tell us what you are dealing with.

The match flow takes a few minutes and lets you review your answers before requesting an advisor introduction.

Start Matching