Toronto, February 13, 2023 – CapIntel, a leading wealth management technology company, announced the appointment of Rob Foregger as a new Advisory Board Member. With 30+ years of experience in FinTech, digital advice, Wealth and Asset Management, Foregger will assist CapIntel’s expansion into the US.
Foregger is currently a Partner in Product Lab, a tech incubator and accelerator, and also serves on the Boards of several commerce and tech-related companies and nonprofits. Previously, he was the co-founder of enterprise digital advice company NextCapital, direct-to-consumer digital advice company Personal Capital, and everbank.com, one of the first digital banks in the U.S. Foregger also served as the President of Fidelity Investments retail banking business. He was named in the "2014 CNBC Disruptor 50" List. As an Advisory Board Member of CapIntel, Foregger will take his experience to assist in supporting the continued growth that has seen CapIntel maintain significant growth.
I’m excited to bring my experience to CapIntel as they pursue their ambitious purpose of powering financial decisions through holistic and educational discussions that drive confidence in households globally. I look forward to assisting with the product and company strategy that will continue to drive growth of the platform and company. Given CapIntel’s unprecedented traction and aggressive expansion in Canada, I see a huge opportunity in the United States.
– Rob Foregger, CapIntel Advisory Board Member
Foregger’s appointment adds to the depth of CapIntel’s advisory board, following the recent addition of Caryn Petker as Head of Talent and Employee Experience, Anna Smith as Head of Marketing and Erika Geremia as Head of Customer Experience in late 2022. These additions, along with Series A Funding in June of 2022, will further accelerate the pace of CapIntel’s growth and product adoption.
Rob has had a significant impact on wealth management in the United States. His support is a testament to the credibility we’ve already established in the market, and we look forward to having his guidance as we continue to expand into the United States. We are thrilled to welcome him as an Advisory Board Member.
–James Rockwood, CapIntel Founder and CEO
CapIntel is a Canadian financial technology company on a mission to elevate personal finance for all by developing intuitive, web-based applications for wealth professionals. Its platform helps financial advisors build confidence with their clients so they can better understand their investments and feel at ease knowing their future is secured. With over 12,000 advisors and 500 wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience.
Anna Smith, [email protected]