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Kitces.com

Kitces.com

CapIntel Raises $11M Series A To Bring An(other) Investme...

CapIntel announced a new $11M Series A round to scale up its investment proposal generation (and supporting investment analytics) tool for financia...

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ThinkAdvisor

ThinkAdvisor

The Next Fintech Movement Coming to America

The most recent example of this PE and VC money crossing the U.S. and Canadian borders is CapIntel, which focuses on day-to-day workflows and fund ...

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Wealth Professional

Wealth Professional

Why wealth platforms could prove resilient amid tightenin...

CapIntel founder and CEO sees rising pressure for tech firms to 'rise above the noise'.

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Business Wire

Business Wire

CapIntel Raises $11.0M USD Series A To Expand Wealth Mana...

CapIntel announces $11.0M USD in Series A financing and partnership with leading US-based asset management firm, The Pacific Financial Group.

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Betakit

Betakit

CapIntel Closes $14.2 Million CAD Series A To Fuel Expans...

CapIntel caters to three of Canada’s Big Five Banks and some of the country’s largest wealth and asset management firms. Now it's tackling the Unit...

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Business Wire

Business Wire

Wellington-Altus Partners with CapIntel to Put More Innov...

CapIntel's partnership with Wellington-Altus reflects the wealth management industry's growing adoption of technology platforms that support adviso...

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Wealth Professional

Wealth Professional

Wellington-Altus teams up with CapIntel to empower advisors

Under the partnership, the firm's advisors will be able to develop and present client portfolios more efficiently using CapIntel's cutting-edge tec...

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Fintech.ca

Fintech.ca

Wellington-Altus Partners with CapIntel to Put More Innov...

Wellington-Altus is a top-rated Canadian wealth advisory with more than $20 billion in assets under administration and a track record of investing ...

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Fintech.ca

Fintech.ca

CI Global Asset Management Joins CapIntel’s Impressive Ro...

Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest investment management companies.

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