CapIntel
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Canada · 51-200 Employees
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Overview
Headquarters
140 Yonge St Ste 200, Toronto, Ontario, ...Website
www.capintel.ioRevenue
$12.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
3
3
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4
2
1
About CapIntel
CapIntel is a Canadian financial technology company leading the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and help families meet their financial goals. CapIntel's platform helps financial advisors provide better service to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured.Explore more
CapIntel Org Chart
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CapIntel financials insights
Gather financial insights about CapIntel, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Series A
$11M
CapIntel Tech Stack
A closer look at the technologies used by CapIntel
Most Recent Scoops
Award
Award, Finance
Award
Award, Finance, Revenue Operations
Award
Award, Sales, Finance, Revenue Operations
Person-Based
Person-Based
CapIntel News & Media
1 in 4 Canadian Investors Want Increased Personalization From Their Financial Advisor, Shows New Research From CapIntel
TORONTO--(BUSINESS WIRE)--CapIntel, the leading financial technology platform for wealth professionals, released the findings of a new study revealing a notable desire for more personalized services, according to 28 per cent of Canadian investors. Bringing important insights for advisors this new year, the results of the 2024 CapIntel Investor Engagement Report, aims to give a better understanding of investor expectations in 2024. The report polled over 1,000 Canadian investors who work with aCapIntel Expands Partnership with CIBC to Bring Proven Sales Technology to Private Investment Counsel Team
TORONTO--(BUSINESS WIRE)--CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, today announced a partnership with CIBC’s Private Investment Counsel (CPIC). As one of the early adopters of CapIntel’s technology, CIBC Asset Management has experienced the benefits of improved processes and efficiency with the platform’s support. Now, this partnership will extend CapIntel’s capabilities to CIBC’s Private Investment CCapIntel places No. 13 on The Globe and Mail's fifth-annual ranking of Canada's Top Growing Companies
TORONTO--(BUSINESS WIRE)--CapIntel is pleased to announce it placed No. 13 on the 2023 Report on Business ranking of Canada’s Top Growing Companies.CapIntel and Empire Life Announce Relationship, Empowering Wholesalers to Deliver Value to Advisor Clients
TORONTO--(BUSINESS WIRE)--CapIntel, a leading financial technology company that supports wholesalers and improves the day-to-day workflow efficiency and fund analysis for financial advisors, today announced a new relationship with Empire Life. Empire Life will tap into CapIntel’s technology to enhance the value the sales teams bring to their advisor clients through improved fund comparison and analysis tools, and the ability to prepare personalized proposals. For more than 50 years, Empire Life
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CapIntel is a Canadian financial technology company leading the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and help families meet their financial goals. CapIntel's platform helps financial advisors provide better service to their clients so they can get a be... Read More
