CapIntel Inc.
capintel.comLocations
Toronto, ON, Canada · North York, Toronto, ON, Canada
industry
Finance · Lending and Investments · Software
Size
51-200 employees
Stage
Series A
founded in
2017
CapIntel is an investment sales platform used by over 12,000 financial advisors and asset management sales teams in North America. CapIntel’s platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients. With proven ability to increase sales for advisors and asset managers, the firm is quickly becoming the go-to sales platform for companies looking to capture more assets and enhance client experience.
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