Capfluence
Find Clients with AI
Capfluence helps Financial, Insurance, Real Estate, Mortgage & Accounting Professionals to find new customers, deepen existing relationships, and scale their business.
Trusted by over 8,000 professionals
Our Mission
Built for the Modern Professional.
The way people build trust and do business has changed. Cold lists, generic outreach, and outdated tactics no longer cut it. As veterans of the industry, we’ve seen this shift firsthand—and we built Capfluence to help advisors adapt and thrive. Your value lies in building long-term relationships, not chasing leads or wasting money on ineffective tools. Capfluence empowers you to focus on what you do best: connecting with the right people, at the right time, with the right message.
Your Command Center
Everything You Need to Win
A suite of AI-powered tools designed to help you find better leads, build stronger relationships, and close faster.
Discover
Find Your Ideal Clients
Use advanced filters to pinpoint high-intent prospects based on financial, geographic, and demographic data. Whether you serve young professionals or high-net-worth individuals, Capfluence helps you find the perfect match.
Enrich
Get the Full Picture
Access fully enriched profiles with detailed financials, demographics, and verified contact information. Go beyond the surface to understand what really drives your clients’ needs and decisions.
Monitor
Reach at the Right time
Stay in the know when key life events happen—like business exits, home purchases, or major financial changes. Capfluence alerts you when your prospects are most likely to need your services.
Referral
Turn Clients Into Referrals
Discover warm introductions through shared networks and existing relationships. Turn every satisfied client into a bridge to your next opportunity.
Engagement
Engage Where It Matters
Reach clients where they actually respond—email, phone, or social. Capfluence helps you prioritize outreach channels so your message hits at the right time, in the right way.
Features
Everything You Need to Win
A suite of AI-powered tools designed to help you find better leads, build stronger relationships, and close faster.
Advisor Match
Use background, expertise, and client profile data to automatically pair prospects with the right advisor. Build stronger connections and improve conversion.
Integrations
Connect seamlessly with your CRMs and marketing tools to streamline workflows, keep data in sync, and engage faster—without switching tabs.
Who We Work With
Our Customers
Whether you’re an independent professional or part of a larger team, Capfluence adapts to your scale.
Financial Advisor
Find wealthy prospects and timely signals to grow your client base.
Insurance Agent
Target individuals based on life events, risk profile, and coverage gaps.
Real Estate Agent
Identify likely movers and sellers based on life stage or location change.
Mortgage Agent
Spot ready buyers or homeowners likely to refinance or relocate soon.
Accountant
Reach professionals and business owners needing expert guidance.
Donor Consultant
Find high-capacity alumni most likely to engage and support your mission.
Start Today
Ready to Grow Smarter?
Find the right people. Reach them the right way.
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