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Capivise

Turning Liquidity Into Long-Term Advantage

Match with a trusted advisor in minutes.
Investor

Capivise Brings Investors and Trusted Advisors Together

  • Vetted financial advisors with proven experience
  • Private, secure pre-qualification with no obligation
  • Designed for individuals with liquidity events
  • Advisor introductions tailored to goals and timelines

Your Path to the Right Advisor

We make it easy to connect with an advisor who understands your goals.

1
Pre-Qualify
Complete our Investor Discovery form to confirm accredited eligibility and ensure your advisor match reflects your unique objectives.
2
Match with an Advisor
Capivise identifies a vetted advisor aligned with your needs, liquidity event, and investment objectives.
3
Explore Possibilities
Your matched advisor reaches out directly so you can discuss strategy, ask questions, and take next steps.

Which Category Best Matches Your Situation?

Your liquidity event defines your path forward.

Business or Asset Sale
Real Estate Capital Gains (1031/DST)
Stock or Equity Liquidity
Tax-Efficient Investment Planning
Other Financial Goals