Capitalwize Employee Directory

Capitalwize corporate office is located in The Railyard 1422 S End, Charlotte, North Carolina, 28203, United States and has 1-10 employees.

Capitalwize Global Presence

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North America1-10

Key Employees of Capitalwize

  • KC
    United States flag for contact location.
    Kenney Conwell

    Co-Founder & Managing Director

    PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail

Index of contact profiles from Capitalwize

Hundreds of professionals searching for Capitalwize have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Capitalwize

Explore people who held key positions, contributed to Capitalwize's success, and advanced their careers.

  1. Chief Product Officer at Melanin Money

    Worked as Director, Financial Planning

    at Capitalwize

    email Da-zha Jones Email direct Da-zha Jones Direct
  2. Senior Financial Advis... at Peak American Financia...

    Worked as Financial Planner

    at Capitalwize (2023-2025)

    email Crystal Roseman Email direct Crystal Roseman Direct

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People from Similar Companies in the Finance Industry Located in North Carolina, United States

Frequently Asked Questions Regarding Capitalwize Employees

How many employees does Capitalwize have?
Capitalwize has 1-10 employees
Who are Capitalwize key employees?
Some of Capitalwize key employees are Kenney Conwell
Where is Capitalwize located?
Capitalwize’s headquarters are located at The Railyard 1422 S End, Charlotte, North Carolina, 28203, United States
How do I contact Capitalwize?
Capitalwize Contact Info: Phone number: (704) 884-6846 Website: www.capitalwize.co
What does Capitalwize do?

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... nology. 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.Read More

Is Capitalwize a public company?
Capitalwize is private company therefore does not currently have an official ticker symbol
See more information about Capitalwize Employees

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