Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients.
As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients.
We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.
Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients.
We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.
Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
Location: Canada, Ontario, Toronto
Employees: 51-200
Total raised: $11M
Founded date: 2019
Investors 2
| Date | Name | Website |
| - | NEXT Canad... | directory.... |
| - | FinTech Co... | fintech.io |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 14.06.2022 | Series A | $11M | FinTech Co... |
Mentions in press and media 3
| Date | Title | Description |
| 15.01.2026 | Atomic Insights: $10 Million Seed Funding Raised To Modernize Money Movement And Payment Workflows For RIAs And Family Offices | Atomic Insights, a fintech provider of money-movement and workflow automation tools for registered investment advisors and family offices, has raised $10 million in seed funding as it expands its platform, which centralizes payment requests... |
| 24.10.2025 | Fintech Firms Lead Deloitte’s 2025 Technology Fast 50 Rankings | Read more . . . |
| 24.04.2024 | CapIntel partners with DFSI to enhance advisor support | This strategic collaboration aims to improve client interactions and streamline CFR compliance across Canada Read more . . . |