Our grassroots story begins with helping everyday Canadians sort out their personal finances, and a significant part of that is growing wealth through investments. As the vision for CapIntel took shape, we continued to ask, “what makes sense for the retail investor?” and “how can wealth advisors better support them?”. Since 2017, we’ve been focused on investments – making them easier to select for advisors, and easier to understand for retail investors. We’re constantly pushing ourselves to build a better, more intuitive platform to support our goal.
Today, CapIntel is poised to power over 9,000 financial advisors by the end of 2021 and we won’t stop there. We’re continuing our mission to serve as the backbone of wealth management firms so, in the end, we can help ensure no one misses out on their financial goals.