Capitalwize is a Charlotte, North Carolina-based, fee-only Registered Investment Advisory firm founded in 2017. The firm specializes in serving first-generation wealth builders, including individuals, couples, and entrepreneurs, by providing personalized financial planning and investment management services. Capitalwize positions itself as the “Financial CEO” for clients, coordinating all aspects of their financial lives to help them achieve their goals. ​

Led by co-founders George Acheampong Jr. and Kenney Conwell, along with a team of certified financial planners and strategists, Capitalwize offers comprehensive services such as retirement planning, debt management, investment strategies, and legacy planning. Their proprietary platform, Capitalwize 360°, provides clients with a centralized personal financial website, investment account aggregation, weekly financial summaries, and a digital storage vault, ensuring a holistic view of their financial landscape. ​