David invested in Capitaliz in September 2024 after recognizing a need within his firm for tools to unify processes and validate planning recommendations.
With a dedicated focus on fee-for-service planning, Capitaliz integration sparked significant revenue growth, enabling him to expand his offerings.
Download the case study below to learn more on the Capitaliz impact for Value Advisors.
⬇️ [DOWNLOAD HERE]⬇️
“We couldn’t be doing what we’re doing without Capitaliz. It has taught me everything I need and given me the confidence to drive meaningful engagements with significant and valuable businesses.”
-David Ortiz, CEPA©, Director of Strategic Planning, Legacy & Succession
