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 provenability 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.

FinTech

Software

CapIntel

CapIntel's headquarters in Toronto, Canada

The Gatineau office specializes in software development and engineering, fostering innovation and technical leadership.

Gatineau

The Halifax office specializes in financial management, accounting oversight, and regulatory compliance for the Atlantic region.

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Other offices