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Company records / kapitalwise.com

Kapitalwise

Kapitalwise (kapitalwise.com): 8 changes recorded in its website history since October 2016. Homepage last checked 6 November 2026.

Recorded changes

Newest observations first. Each interval bounds when the website changed; it is not an exact event date.

  1. PricingBetween and

    Removed its pricing page link.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  2. MessagingBetween and
    BeforeThe Leading Marketplace for High-intent Investor Prospects
    AfterPersonalized guidance for a lifetime of wealth

    A classifier read this as a change in its core product and its target customer.

    Classifier interpretation of website text.

    earlier archived pagelater archived pageLink to observation
  3. HeadlineBetween and
    BeforeUnified Client Acquisition and Retention Platform for Financial Institutions
    AfterThe Leading Marketplace for High-intent Investor Prospects

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  4. PricingBetween and

    Added a pricing page.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  5. Go-to-marketBetween and

    Added a free sign-up or free trial.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  6. MessagingBetween and
    BeforeEvery customer is different
    AfterNo-code customer engagement platform for banks and credit unions

    Classifier interpretation of website text.

    earlier archived pagelater archived pageLink to observation
  7. HeadlineBetween and
    BeforeDelivering Digital Wealth Management Experience That Keeps Customers Coming Back
    AfterEvery customer is different Understanding their needs is the key to shared success

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  8. HeadlineBetween and
    BeforeAutomate your investments with simple rules
    AfterDelivering Digital Wealth Management Experience That Keeps Customers Coming Back

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation

First recorded website

Observed 22 October 2016

Our earliest capture with readable facts. This is our first observation, not when the company introduced these things. These website claims are not independently verified.

How it described itself

Automate your investments with simple rules

archived pageLink to first observation

All facts above belong to this capture. Unlisted fields mean we have no readable observation, not that they were absent.

How it describes itself

Similar headlines are grouped together. The quote shown is from the last capture in each group, not necessarily the exact wording throughout that period.

  1. October 2026 – November 2026 · 2 captures · latest observed messagingPersonalized guidance for a lifetime of wealth

    Kapitalwise uses your complete financial profile and an AI-powered algorithm to match you with the advisor whose practice is built for clients like you. Free. Takes 3 minutes.

    This wording observed 6 November 2026.

    current websiteHistorical capture not publicly available
    Inspect 2 captures in this group
    • 17 October 2026 · Personalized guidance for a lifetime of wealth archived page
    • 6 November 2026 · Personalized guidance for a lifetime of wealth current websiteHistorical capture not publicly available
  2. July 2024 – September 2025 · 2 capturesThe Leading Marketplace for High-intent Investor Prospects

    Kapitalwise offers a unified client acquisition and retention platform for Financial Institutions. Kapitalwise platform helps financial institutions to acquire and retain customers by connecting data,

    This wording observed 5 September 2025.

    archived page
    Inspect 2 captures in this group
    • 21 July 2024 · The Leading Marketplace for High-intent Investor Prospects archived page
    • 5 September 2025 · The Leading Marketplace for High-intent Investor Prospects archived page
  3. Seen June 2023 · 1 captureUnified Client Acquisition and Retention Platform for Financial Institutions

    Kapitalwise offers a unified client acquisition and retention platform for Financial Institutions. Kapitalwise platform helps financial institutions to acquire and retain customers by connecting data,

    This wording observed 2 June 2023.

    archived page
  4. January 2021 – January 2022 · 2 capturesKapitalwise || Automated, Precise Customer EngagementThe no-code customer engagement platform for banks,fintechs, and credit unions

    KapitalWise helps banks and credit unions to build complex customer engagement workflows to leverage data and improve revenue. All without any coding and using our pre-built artificial intelligence an

    This wording observed 20 January 2022.

    archived page
    Inspect 2 captures in this group
    • 27 January 2021 · No-code customer engagement platform for banks and credit unions archived page
    • 20 January 2022 · Kapitalwise || Automated, Precise Customer EngagementThe no-code customer engagement platform for banks,fintechs, and credit unions archived page
  5. October 2018 – June 2020 · 2 capturesEvery customer is different

    KapitalWise platform helps the financial institution to create a smart profile of their customers by combining financial institution's data with third-party data such as Credit Bureau Data, People-Bas

    This wording observed 18 June 2020.

    archived page
    Inspect 2 captures in this group
    • 26 October 2018 · Every customer is different Understanding their needs is the key to shared success archived page
    • 18 June 2020 · Every customer is different archived page
  6. Seen July 2017 · 1 captureDelivering Digital Wealth Management Experience That Keeps Customers Coming Back

    This wording observed 18 July 2017.

    archived page
  7. Seen October 2016 · 1 captureAutomate your investments with simple rules

    This wording observed 22 October 2016.

    archived page

Cite this record

StartupHistory, “Kapitalwise” company record, https://startuphistory.org/c/kapitalwise.com

Machine-readable: /c/kapitalwise.com.json. How changes are found: method.