Carving the path towards elevated personal financeCarving the path towards elevated
personal finance
Elevate finance to build wealth for all.
Ultimately, we're focused on clients getting better service, understanding their investments, and feeling at ease knowing their future is secure.
We bring investments to life
Our mission is to help everyday people better understand the opportunity and importance of growing wealth through investments. We're redefining the wealth management experience by providing advisors with an efficient and effective way to connect financial products to the bigger picture of an investor's overall life goals. Since entering the market in October 2019, we've constantly pushed ourselves to build a better, more intuitive platform to support this goal.
Today, CapIntel powers over 17,000 financial advisors and wholesalers across leading North American firms. By helping wealth management firms bring investments to life, we hope to help make financial goals a reality.
Wealth underpins most of life's milestones. By improving the system, we can make a meaningful impact on millions of lives.
The spark
Robo-advisors are on the rise, but James recognizes the value and importance of the wealth management industry. Advisors need innovative technology to stay competitive in an increasingly digital world, and retail investors deserve a better wealth management experience. James sets out to create a solution.
Max joins as Co-Founder and CTO
On the 31st floor of The St. Regis at Louix Louis, with a minimum viable product (MVP) in hand, James convinces Max Moreau to work with him.
Rob joins as Co-Founder and CRO
After working as James’ sales mentor and advisor, earning him the unofficial title of “Yoda,” Rob Crnkovic finally joins CapIntel full-time.
A BIG Week
After months of effort, CapIntel secures contracts with two major Canadian enterprises in the same week, increasing revenue to nearly $3 million per year.
Expanding to the U.S.
CapIntel signs its first deal with a U.S.-based customer.
Series A funding
CapIntel secures venture financing led by Fintech Collective with additional participation from Fengate Asset Management on behalf of its investor, the LiUNA Pension Fund of Central and Eastern Canada (LPFCEC).
Deloitte's tech fast 50
CapIntel is named one of Canada's Companies-to-Watch in the 2022 Deloitte Technology Fast 50 program, ranking 5th with 2051% revenue growth from 2018 to 2021.
The Globe and Mail's top growing companies
CapIntel ranks 14th in The Globe and Mail's Top Growing Companies of 2023 with 2443% revenue growth over three years.
First user conference
With exciting product updates on the horizon, CapIntel hosts its first-ever annual user conference: Uncapped. Valued customers and partners from leading firms attend and take part in the action-packed day.
Who we are
Who we are
Who we are
James Rockwood
Founder + CEO
Max Moreau
Co-Founder + CTO
Rob Crnkovic
Co-Founder + CRO
