Capfluence
The AI Sales Platform for Financial Services
Capfluence helps you win new clients, strengthen existing relationships, and grow your business.
“I was able to find and close a million-dollar client within weeks of using Capfluence.”
Emily Shah
Financial Advisor · Guardian Investors
The Challenge
Customers' Expectations have Changed
You probably spend hours running seminars, posting on social media, knocking on doors, or hosting events and hoping a client brings a friend. And yet, it still feels like you’re not getting enough traction. The truth is, today’s clients expect personalized, timely communication from advisors who really get their needs.The good news? Your biggest advantage isn’t a flashy campaign or a big network—it’s your ability to build real, long-term relationships that keep clients coming back and referring others.
We made it easy for you
Capfluence is an AI-powered platform that connects you with the right clients, at the right time, using the right message.
Discover
Find your ideal clients
Use advanced filters to find high-intent prospects. From young professionals to high-net-worth clients, Capfluence connects you with the right people.
Monitor
Get their full picture
Get enriched profiles with verified contacts, demographics, and financial insights. Understand what drives client decisions and build stronger, lasting relationships.
Engage
Reach out the right way
Reach clients where they respond—email, phone, or social. Capfluence prioritizes the right channels so your outreach resonates and lands at the perfect moment.
The Clients You Can Reach
Capfluence helps advisors connect with the types of clients who value your guidance and build long-term relationships.
Physcians
Lawyers
Business Owners
Retirees
High-Net-Worth
Young Professionals
Executives
Inheritances
Engineers
How our customers are winning
Whether you’re an independent professional or part of a larger team, Capfluence adapts to your scale.
"As a new advisor, I finally knew how to find my first real clients fast."
Rohan Quest - Insurance Broker
“I’m now able to help my advisors grow their opportunities pipeline.”
Emily Dow - Regional Vice President
"Focusing on my existing clients led to more referrals than I ever expected."
Sam Vandyke - Wealth Manager
Why wait
Start Growing Today
Every day you wait is a day of growth missed—new clients, new relationships, and new opportunities are out there waiting for you.
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