CapIntel
Curated by SignalSales platform enhancing financial advisors' client management and investment strategies.
Overview
CapIntel is a fintech company that focuses on providing solutions for financial planners and advisors. The company offers a platform that includes tools for client management and investment strategies. Its product range features a comparison tool, customizable proposals, and team collaboration functionalities, aimed at improving the advisory process. CapIntel serves over 12,000 financial advisors and 800 wholesalers, addressing issues related to client engagement and operational efficiency. The platform incorporates secure client portals and compliance management systems to support regulatory adherence and facilitate communication. CapIntel's stated mission is to enhance financial practices and assist advisors in growing their businesses.
Key facts
- Founded
- 2017
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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Open roles
18 rolesSenior Product Designer
Montreal, Quebec, Canada · On-site · Volunteer
Talent Acquisition Partner
Toronto, Ontario, Canada · On-site · Volunteer
Senior Account Executive
United States · On-site · Volunteer
