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CAPITALWIZE, LLC
CapitalWize is a financial planning and investment management firm for first generation millionaires and modern millennials. Clients get comprehensive...
Overview
CapitalWize is a financial planning and investment management firm for first generation millionaires and modern millennials. Clients get comprehensive planning via Capitalwize 360, including a personal financial website, account aggregation, and related tools. The firm operates as the Financial CEO for clients, coordinating their financial team.
General information
Firm type
Asset Manager
Principals
George Acheampong Jr.
Co Founder, Managing Partner
Kenney Conwell
Co Founder, Managing Partner
Da-zha Jones
CFP®
Samantha Kall
Sector focus
Frequently asked questions
Does CAPITALWIZE, LLC participate in fund commitments or only direct deals?
There is no public evidence that CAPITALWIZE, LLC has committed capital to any fund or completed any direct investment. The firm has not reported or been cited in any investment transaction. Its investment approach remains entirely undisclosed.
What investment stages does CAPITALWIZE, LLC typically target?
CAPITALWIZE, LLC has not disclosed a target stage for its investments. No information is available on whether the firm focuses on venture, growth, buyout, credit, or other stages. All stage preferences are unknown as of 2026.
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