Blog

2023-05-09

Building Client Confidence Through Trust and Holistic Wea...

Building client confidence takes time. Incorporating the four key elements of trust and taking a holistic approach makes it easy.

2023-05-04

CapIntel Expands Advisory Board Members in the US Market ...

Seasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.

2023-05-02

5 Tips to Choose the Right Technology Partner

The right technology partner will make your workday efficient, effective and streamlined. The wrong technology partner will give you a headache. To...

2023-03-21

To ESG or Not To ESG

Environmental, Social, and Governance (ESG) are three words—or three letters—that have become a hot topic in the investment world. But what is ESG ...

2023-02-16

Middlefield Partners with CapIntel to Support Clients wit...

This partnership will introduce CapIntel’s platform to Middlefield’s sales team and support them to build a more successful and efficient practice.

2023-02-13

CapIntel Announces Rob Foregger As New Advisory Board Mem...

Forreger brings FinTech and financial services growth experience from Personal Capital, NextCapital, and Product Lab.