Brand resources for Kapitalwise
This is the central hub for Kapitalwise brand assets, usage guidelines, and media resources. All materials on this page are approved for editorial use.
$2.4M
AUM added
87%
Match rate
4.2x
ROI
+18 leads
Matched today
New matches
Pre-qualified
High-intent investors
AI match score
94%
01 — Company
Company Overview
Positioning Statement
AI-powered client acquisition for financial advisors.
Short Description
Kapitalwise is a modern, AI-powered pre-qualified lead-matching platform designed specifically for financial advisors, financial planners, and wealth management professionals. We help advisory firms identify and qualify high-intent prospects through proprietary Ai-matching algorithms, delivering vetted leads directly into your workflow.
Long Description
Kapitalwise is modernizing omnichannel client acquisition for financial advisors. Our AI-powered platform matches advisory firms with pre-qualified, high-intent investor prospects through proprietary algorithms — eliminating cold outreach and unqualified leads. From intelligent lead matching and automated engagement workflows to seamless CRM integrations, Kapitalwise enables financial advisors, planners, and wealth management professionals to grow their AUM efficiently while helping investors connect with trusted fiduciary advice. Learn more at kapitalwise.com
02 — Brand
Brand Assets
All assets below are approved for editorial and partner use. Please follow the guidelines on this page when placing the Kapitalwise brand in any context.
Download AssetsThe Kapitalwise Logo
The Kapitalwise logo is composed of the three-triangle geometric mark and the serif logotype. The full logo should be used whenever possible. The mark is made of three directional triangles in teal, red, and yellow — each representing precision, momentum, and opportunity in financial growth.
Color logo
For use on white or light backgrounds
Color logo
For use on navy or dark backgrounds
Logo Placement & Spacing
The logo and icon need breathing room. These diagrams show the minimum clear space required around each asset. No other elements, text, or imagery should appear within the clearance zone.
Icon only — clear space on light background
Icon only — clear space on dark background
Full logo — clear space on light background
Full logo — clear space on dark background
Color Palette
The Kapitalwise brand uses a distinct set of colors across its logo and typography. These should be used consistently in all brand communications.
Logo Colors
Gold
#FFCB08
Teal
#17B6CD
Coral
#EF4E61
Font Color
Navy
#01375e
Typography
The primary typeface used across the Kapitalwise brand is Playfair Display — a refined serif font that conveys authority and trust.
Playfair Display
Sample
Kapitalwise
03 — Leadership
Leadership
Sajil Koroth
Founder & CEO, Kapitalwise
Sajil Koroth is the Founder and CEO of Kapitalwise, a fintech platform that helps financial advisors grow assets under management by connecting them with qualified investor prospects through AI-powered lead matching, engagement tools, and advisor-consumer introduction workflows. With over a decade of experience in financial technology and digital wealth platforms, Sajil focuses on building products that help financial advisors scale client acquisition while helping investors find trusted fiduciary advice.
04 — Product
Product Screenshots
These screenshots should be used without any alteration. Approved for editorial and partner use only.
Dashboard
A comprehensive overview of your pipeline, activity metrics, and lead performance — all in one place.
Sales Pipeline
Track every prospect through your sales funnel with visual pipeline stages, deal values, and conversion insights.
Workflow Automation
Automate follow-ups, nurture sequences, and engagement triggers to convert leads without manual effort.
Contact Profile
Deep-dive into each prospect's financial goals, interaction history, and engagement timeline.