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Made In Canada

Innovating The Finance Industry To Help Build Wealth For ...

CapIntel was founded in 2017 to bridge process and communication gaps for wealth professionals with a leading investment sales platform which enabl...

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Fintech.ca

Q+A with CapIntel’s CEO James Rockwood on Holistic Wealth...

James Rockwood is the Founder and CEO of CapIntel, a wealth-tech start-up that’s pushing the industry towards holistic wealth management while supp...

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The Peak

The Peak Emerging Leaders 2023

CapIntel CEO and Founder James Rockwood lead The Peak's 2023 Emerging Leaders Finance and Investing Category. The list recognizes up-and-coming lea...

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Financial Post

Middlefield Announces Partnership with CapIntel to Suppor...

CapIntel’s technology provides Middlefield access to CapIntel’s wholesaler platform and custom proposal generator to drive valuable conversations w...

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Wealth Professional

Wealthtech partnership opens new engagement opportunities...

Extending a string of successful partnerships over the past two years, wealth management technology company CapIntel kicked off 2023 by unveiling a...

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Business Wire

Mackenzie Investments Onboards CapIntel's New Link Offeri...

CapIntel today announced a strategic partnership with Mackenzie Investments, one of Canada’s premier investment management firms, to leverage CapIn...

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Wealth Professional

CapIntel teams up with Mackenzie to debut wealth tech tool

CapIntel has teamed up with investment management giant Mackenzie Investments in a strategic partnership that will allow the companies to realize t...

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Fintech.ca

Mackenzie Investments to Battle-Test Link, the Latest Fin...

“We’re thrilled to … have the opportunity, through the deployment of CapIntel Link, to continue to deliver on our commitment to leverage digital to...

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Cision PR Newswire

CapIntel Momentum Accelerates as Financial Advisors Embra...

Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headc...

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