CapIntel is transforming the way Asset Managers and Financial Advisors communicate. When advisors make fund investment choices, they engage with asset managers to understand the context around each fund. This is currently held together with manual processes, and external salespeople. CapIntel has digitized this relationship to become the infrastructure for professional investment decisions globally.
Employees: 11-50
Investors 2
| Date | Name | Website |
| - | Creative D... | creativede... |
| - | East Valle... | eastvalley... |
Mentions in press and media 11
| Date | Title | Description |
| 23.04.2025 | CapIntel and Richardson Wealth Collaborate to Enhance Advisor Support | CapIntel Inc., a leading provider of financial technology solutions, and Richardson Wealth Limited (Richardson Wealth), a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) and one of Canada’s premier independent wealth management ... |
| 16.01.2025 | CapIntel rolls out tools with Canada Life for advisors | Canada Life reports 75% IPC advisor adoption after CapIntel’s proposal tool launch in fall 2024 Read more . . . |
| 08.10.2024 | CapIntel Joins with FactSet to Increase Advisor Success | CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance the wealth management experience. Wi... |
| 10.06.2024 | CapIntel Debuts Uncapped: Inaugural User Conference For Leaders in the Digital Evolution of Wealth and Asset Management | Exclusive event dedicated to technology and innovation in wealth management brings together wholesalers and advisors for collaboration and learning in a digital-first environment 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 . . . |
| 12.04.2024 | CapIntel and IG Wealth Management renew partnership to enhance financial advisory services | Fintech provider CapIntel has announced in a statement that it has extended its partnership with IG Wealth Management for an additional five years as part of a greater goal to enhance financial advisory services across Canada. This renewal ... |
| 01.12.2022 | CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools | Toronto B2B fintech startup CapIntel has forged a new partnership with Aviso Wealth, one of Canada’s largest independent wealth management firms, to elevate the member experience for its credit union partners across Canada. |
| 14.06.2022 | CapIntel raises $11 million | CapIntel, CapIntel Founded: 2017 Headquarters: Toronto, Canada Total Funding: $11M See full company profile "> a Canadian financial technology company looking to improve day-to-day workflow and fund analysis for financial advisors, ... |
| 14.06.2022 | CapIntel Raises USD$11.0M In Series A Funding | CapIntel, a Toronto, Canada-based financial technology company, raised $11M in Series A funding. The round was led by FinTech Collective, with participation from Fengate Asset Management on behalf of its investor, the LiUNA Pension Fund of ... |
| 17.05.2022 | CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients | Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest investment management companies. |
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