CapIntel is transforming the way Asset Managers and Financial Advisors communicate. When advisors make fund investment choices, they engage with asset managers to understand the context around each fund. This is currently held together with manual processes, and external salespeople. CapIntel has digitized this relationship to become the infrastructure for professional investment decisions globally.
Employees: 11-50
Investors 2
Date | Name | Website |
- | Creative D... | creativede... |
- | East Valle... | eastvalley... |
Mentions in press and media 7
Date | Title | Description | Source |
24.04.2024 | CapIntel partners with DFSI to enhance advisor support | This strategic collaboration aims to improve client interactions and streamline CFR compliance acros... | eastvalley... |
12.04.2024 | CapIntel and IG Wealth Management renew partnership to enhan... | Fintech provider CapIntel has announced in a statement that it has extended its partnership with IG ... | eastvalley... |
01.12.2022 | CapIntel Partners with Aviso Wealth to Provide Credit Union ... | Toronto B2B fintech startup CapIntel has forged a new partnership with Aviso Wealth, one of Canada’s... | eastvalley... |
14.06.2022 | CapIntel raises $11 million | CapIntel, CapIntel Founded: 2017 Headquarters: Toronto, Canada Total Funding: $11M See full company ... | coverager.... |
14.06.2022 | CapIntel Raises USD$11.0M In Series A Funding | CapIntel, a Toronto, Canada-based financial technology company, raised $11M in Series A funding. The... | finsmes.co... |
17.05.2022 | CI Global Asset Management Joins CapIntel’s Impressive Roste... | Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest inve... | eastvalley... |
25.01.2022 | CapIntel-Equitable Life partnership to reinforce advisors’ a... | CapIntel has announced a partnership with Equitable Life to support wholesalers and financial adviso... | eastvalley... |