Company

Capitaliz

2 essays that discuss Capitaliz, newest first.

The Valuation Trap: How Real-Time Valuations May Be Fueling Advisor Churn

Wealth-tech is moving beyond administrative support, leveraging live firm valuations and automated alternative investment onboarding to become a strategic orchestration layer that drives new revenue streams and redefines advisory practices.

The Death of the Static Multiple: Inside the New AI-Powered RIA Deal Structure

Wealth Tech

AI is fundamentally reshaping the RIA business model by transforming M&A earn-outs, strengthening compliance for complex fees, enabling predictive client retention, securing communications against deepfakes, and quantifying client meeting insights.

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