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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...
Read moreWealth 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...
Read moreFintech.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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