Newsroom
Wealth Professional
CapIntel answers investor demand for ESG-aligned portfolios
As regulatory demands, climatic hazards, social reforms, and data security issues escalate investors' portfolio risks, advisors want tools to analy...
Read more
InvestmentNews
Fintech CapIntel adds ESG data as it pushes US expansion
Toronto-based fintech startup CapIntel, which is seeking to expand its U.S. business, is offering financial advisors a window into environmental, s...
Read more
Made In Canada
Innovating The Finance Industry To Help Build Wealth For ...
CapIntel was founded in 2017 to bridge process and communication gaps for wealth professionals with a leading investment sales platform which enabl...
Read more
Fintech.ca
Q+A with CapIntel’s CEO James Rockwood on Holistic Wealth...
James Rockwood is the Founder and CEO of CapIntel, a wealth-tech start-up that’s pushing the industry towards holistic wealth management while supp...
Read more
The Peak
The Peak Emerging Leaders 2023
CapIntel CEO and Founder James Rockwood lead The Peak's 2023 Emerging Leaders Finance and Investing Category. The list recognizes up-and-coming lea...
Read more
Financial Post
Middlefield Announces Partnership with CapIntel to Suppor...
CapIntel’s technology provides Middlefield access to CapIntel’s wholesaler platform and custom proposal generator to drive valuable conversations w...
Read moreWealth Professional
Wealthtech partnership opens new engagement opportunities...
Extending a string of successful partnerships over the past two years, wealth management technology company CapIntel kicked off 2023 by unveiling a...
Read more
Business Wire
Mackenzie Investments Onboards CapIntel's New Link Offeri...
CapIntel today announced a strategic partnership with Mackenzie Investments, one of Canada’s premier investment management firms, to leverage CapIn...
Read moreWealth Professional
CapIntel teams up with Mackenzie to debut wealth tech tool
CapIntel has teamed up with investment management giant Mackenzie Investments in a strategic partnership that will allow the companies to realize t...
Read more
Get in touch with us
For press inquiries, please contact media@capintel.com.
For non-media inquiries, visit the Contact Us page