Wealth Professional
As regulatory demands, climatic hazards, social reforms, and data security issues escalate investors' portfolio risks, advisors want tools to analy...
Read moreInvestmentNews
Toronto-based fintech startup CapIntel, which is seeking to expand its U.S. business, is offering financial advisors a window into environmental, s...
Read moreMade In Canada
CapIntel was founded in 2017 to bridge process and communication gaps for wealth professionals with a leading investment sales platform which enabl...
Read moreFintech.ca
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 moreThe Peak
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 moreFinancial Post
CapIntel’s technology provides Middlefield access to CapIntel’s wholesaler platform and custom proposal generator to drive valuable conversations w...
Read moreWealth Professional
Extending a string of successful partnerships over the past two years, wealth management technology company CapIntel kicked off 2023 by unveiling a...
Read moreBusiness Wire
CapIntel today announced a strategic partnership with Mackenzie Investments, one of Canada’s premier investment management firms, to leverage CapIn...
Read moreWealth Professional
CapIntel has teamed up with investment management giant Mackenzie Investments in a strategic partnership that will allow the companies to realize t...
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