Capitalwize
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
The Railyard 1422 S End, Charlotte, Nort...Phone Number
(704) 884-6846Website
www.capitalwize.coRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
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1
1
1
1
About Capitalwize
CapitalWize is a financial planning firm that specializes in helping first-generation millionaires build their wealth through personalized financial strategies. They offer a comprehensive suite of services, including investment management, financial planning for couples, entrepreneurs, and individuals, as well as access to innovative financial technology. Their platform provides clients with tools such as a personal financial website, investment account aggregation, and digital storage vaults to streamline financial management. CapitalWize aims to empower clients to achieve their financial milestones and secure their legacy.Explore more
Capitalwize Org Chart
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Activity Insights
Capitalwize is experiencing very low activity levels compared to other companies in the Finance sector.
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Capitalwize is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capitalwize.
Capitalwize Tech Stack
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Most Recent Scoops
Event
Person-Based
Events, Podcast
Event
Person-Based
George Acheampong, Chief Executive Officer & Managing Partner, appeared on a podcast called "Black Tech Green Money" on 11/25/2025. Topics discussed include Black wealth, financial education, entrepreneurship.
Events, Podcast
Event
Person-Based
George Acheampong, Co-Founder, appeared on a podcast called "Earn Your Leisure" on 10/25/2024. Topics discussed include Wealth building, tax strategies, generational wealth.
Events, Podcast
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CapitalWize is a financial planning firm that specializes in helping first-generation millionaires build their wealth through personalized financial strategies. They offer a comprehensive suite of services, including investment management, financial planning for couples, entrepreneurs, and individuals, as well as access to innovative financial tech... Read More
