Newsroom

Featured stories and announcements

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 more

Wealth 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 more

Wealth 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

Follow usLinkedInTwitter