capacityagents.ai
CapacityAgents
AI voice agents built for RIAs, wealth firms, broker-dealers and lenders that qualify prospects, take client-service requests and book advisor meetings without giving advice, sold per outcome or per minute.
Pricing and free trial
- Pricing
Agents by Minute $0.07 to $0.19/min (pay as you go, 20 concurrent calls included); Agents by Outcome custom, paid per booked meeting or qualified lead.
As published · checked 15 Oct 2026
- Free trial
Not published
Listed under
Details
- Business size
RIAs, broker-dealers, lenders and insurance agencies
- Key features
- Prospect qualification within FINRA and Reg BI limits
- Client-service intake and routing
- Advisor calendar booking
- Outbound review and RMD reminders
- Spanish support
- Integrations
- Salesforce Financial Services Cloud
- Redtail
- Wealthbox
- Practifi
- Junxure
- eMoney
- MoneyGuide
- Black Diamond
- Orion
- HubSpot
- Calendly
From the vendor and review sites
Hear CapacityAgents
What the vendor publishes, shown here as found. Judge the voice and flow yourself.
Demo line
Demo line · call the AI yourself
CapacityAgents demo line: +1 (424) 544-5131
Public demo line listed by the vendor. AI Front Desk List does not operate this line. Source: capacityagents.ai
Is this your company? Claim or feature it. Paid placements never change the order of the list.
Alternatives to CapacityAgents
Other vendors listed in the same industries.
- usehailey.com
Hailey
AI receptionist that answers in under a second, qualifies callers and books meetings 24/7, with industry playbooks such…
- No pricingPricing not published
- 7 integrations
Source: vendor site
- ody.co
Ody
Business phone system with a built-in AI receptionist that answers first ring, books appointments and takes messages…
- PricingPricing published
- Free trialFree trial or plan
- 7 integrations
Source: vendor site
- phoneagent.ai
PhoneAgent.ai
Flat-fee AI receptionist that answers 24/7 on the first ring, books appointments, routes callers and texts missed…
- PricingPricing published
- 3 integrations
Source: vendor site
- poly.ai
PolyAI
Enterprise voice AI platform whose dialog agents handle customer calls end to end for restaurants, hotels, healthcare…
- No pricingPricing not published
Source: vendor site
- gorevsystems.com
RevSystems
Configurable AI voice receptionist that answers calls 24/7, screens callers, routes priority calls, books appointments…
- PricingPricing published
- Free trialFree trial or plan
Source: vendor site
- aloware.com
Aloware AI Voice Agent
AI voice agent from the Aloware contact center platform that takes insurance quote calls and FNOL intake at any hour…
- PricingPricing published
- Free trialFree trial or plan
- 12 integrations
Source: vendor site