Toronto, June 20, 2023- CapIntel, a leading enterprise wealth management technology company, today announced the addition of Paul Williamson as an Advisor to their Chief Revenue Officer (CRO). Mr. Williamson brings over 20 years of revenue leadership experience spanning from seed-stage to the Fortune 150. He’s held executive roles at Triniteq, Salesforce and Visa, and most recently, was the Head of Revenue for Plaid. At CapIntel, his experience building high performing teams and scaling word-class go-to-market organizations will help CapIntel continue accelerating their success within North America.
“I’m thrilled to be teaming up with Paul again” said Rob Crnkovic, CRO of CapIntel. “I’m grateful for the success we’ve had to date that’s enabled us to attract such an amazing leader to be an advisor. His experience will be invaluable for us as we scale. His incredible track record of success is something we want to learn from and emulate”
Paul is a respected leader in the technology industry. He is a frequent speaker at industry events and has been featured in publications such as The Wall Street Journal, The New York Times, and Forbes. He is also an active start-up investor and advisor, helping executive teams at fast growing firms unlock their full potential
“I am extremely happy to be joining CapIntel as an advisor” said Williamson. “I’ve known Rob for a long time and followed CapIntel’s progress closely. It’s impressive how quickly they’ve grown and shown material customer impact, especially given that success is within the enterprise segment of financial services. I am excited that I can help CapIntel achieve their next level of success.”
With the addition of Williamson, CapIntel’s advisory team now consists of Rob Foregger, Lowell Putnam, and Paul Williamson.
About CapIntel
CapIntel is a Canadian-founded B2B fintech company, serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals and investors alike. The company's mission is to elevate personal finance and a significant part of this means growing wealth through investments while creating meaningful conversations between advisors and their clients. Its platform helps financial professionals deliver transparent, data-driven, and personalized information to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 12,000 advisors and 800 wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience. See www.capintel.com for more information.
Press Contact
Anna Smith, anna.smith@capintel.com
