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Capivise

Connecting Investors With Trusted Advisors

Begin your private pre-qualification to get matched.
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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
Capivise identifies a vetted advisor aligned with your needs, liquidity event, and investment objectives.
3
Connect
Your matched advisor reaches out directly so you can discuss strategy, ask questions, and take next steps.
Sarah Mitchell
Austin, TX

“Getting matched with an advisor through this site was surprisingly easy. I finally feel like I have a real plan and someone actually looking out for me.”

David Romero
Denver, CO

“I was nervous about choosing an advisor on my own, but the match I got has been fantastic. Clear guidance, smart strategies, and real follow through.”

Lauren Chen
Seattle, WA

“I’m impressed with how quickly I was connected to someone who really understood my situation. The entire process felt smooth and professional.”

Mark Ellison
Charlotte, NC

“The advisor I was paired with took time to break everything down in simple terms. I finally feel confident about my financial direction.”

Jasmine Rivera
Miami, FL

“I didn’t expect much, but the match was spot-on. My advisor helped me clean up years of disorganized planning and set a clear path forward.”

Ryan Brooks
Chicago, IL

“This service saved me so much time. My advisor is responsive, knowledgeable, and has already helped me make smarter decisions.”

Emily Harding
Scottsdale, AZ

“I felt overwhelmed after selling my business, but the advisor I was matched with made everything manageable. Highly recommend the process.”

Kevin Daniels
Boston, MA

“I appreciated how streamlined everything was. The advisor I was matched with really understands tax-efficient planning and it’s already paying off.”

Olivia Harper
Columbus, OH

“The match was perfect for my needs. My advisor helped me build a strategy that finally feels personalized instead of generic.”

Jason Miller
Nashville, TN

“Great experience from start to finish. I was matched quickly and ended up with an advisor who genuinely listens and gives thoughtful advice.”

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

Why Professional Guidance Matters More Than Ever

Most investors don’t lose to the market because of bad investments. They lose because of timing mistakes, emotional decisions, and missed opportunities.

Independent research shows that DIY investors average only 3.6 percent per year, while investors who work with a qualified advisor see returns closer to 7 percent.

Average Annual Return (%)

DIY Investors
3.6%
With an Advisor
7%
The Market
10%

Ready to see your potential advisor match?

Begin your pre-qualification now.

Get Started