AI powered insights for financial institutions

Security Type
Common Stock
Min Investment
New York, NY
Offering Date
July 24, 2020
Expected Close Date
October 23, 2020
Target Raise

Company Description

KapitalWise is a FinTech company providing client relationship solutions to financial institutions to enable them to increase efficiency and user experience. Our platform analyzes data from a variety of sources with the goal of identifying life, financial and credit events to help financial institutions engage with customers at the moment they need the service the most.

Key Deal Facts

We’ve seen YoY revenue growth of 150% from 2018-2019, and have secured early contracts with Bank Of America, Standard Chartered Bank, and ABSA in addition to partnerships with Finastra and ICBA
A team with over 150 years of combined experience guiding FinTech development, data science, and business development
The market for FinTech (already $127.66B globally) is predicted to become a major disruptor for the wider financial market space

Management Team / Advisory Board Bios

Sajil Koroth
CEO and Founder
Sajil Koroth is a serial entrepreneur with a record of impact at brands like LearnVest, Oracle, and IHS Markit. Before starting KapitalWise, Sajil led engineering at LearnVest and IHS Markit and co-founded two FinTech startups in New York. Sajil has more than 15 years of experience in financial product development, engineering, data science, and machine learning. Sajil is a skilled strategist and operator with subject matter knowledge in wealth management, mutual funds and fixed income, strategy, and operations. He holds an undergraduate degree from the University of Calicut and a postgraduate degree in computer science from the University of Madras.

Paul Stamoulis
Chairman of the Board
Paul is an experienced banker, investor, and operator in the areas of retail banking, investment banking, and capital markets. He has the ability to lead, manage, and grow complex businesses across various geographies and disciplines in challenging markets. Paul is a managing partner at Clarim Holding, a private holding company that brings together an ecosystem of companies across various targeted sets of verticals. As an experienced banker, Paul has held various senior executive roles at Scotia Bank and TD bank. He holds an undergraduate degree in finance from St. Anselm College and an Executive MBA from Harvard Business School.

Raymond Tuckler
Director of Business Development
Raymond is a FinTech professional with extensive experience in B2B SaaS business development. Raymond was a founding member of OnDeck sales team where he personally originated $150 million in new business while maintaining between 12-18 new clients per month. Raymond is a professional who believes in hard work ethics as well as enjoying his career and life. He was the director of sales at Exponea before joining the KapitalWise team.

Raymond holds a Bachelors Degree in economics from The City College of New York.

Manuel Morales Phd.
Scientific Advisor
Manuel Morales is an experienced scientist and leader in the field of Artificial Intelligence in banking who often gets called upon for his knowledge and experience in creating business value through AI. He has experience in accompanying businesses through their digital transformation. Based on his scientific expertise, he intuitively sees the threads of opportunity that wind through an organization and helps transform them into value propositions, He remains a member of the scientific community which gives him a valuable perspective and credibility as he links up and aligns technical data science teams with product owners/managers into a coherent transformation strategy.

Ashish Sahu
Lead Data Scientist
Ashish joined KapitalWise in 2017. He currently leads the KapitalWise engineering team from Bangalore. He is a computer science graduate from the Indian Institute of Technology Jodhpur.

Sohail Khan
Software Developer
Strong engineering professional with a Bachelor of Technology focused in Computer Science from the Indian Institute of Technology, Jodhpur.

Rajitha Lakshmanan
Board Member and Engineering Advisor
Skilled information technology strategist with strong analytical, project management, leadership, and programming background. 
Amount Raised : $324,142
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Security Description

Common stock is a security that represents ownership in a corporation.

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