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

James Rockwood, CPA, CA

Gregory Mott

Corey Nelmes

Marcus Maloney

Jas Aulakh

Kruti B.

Diyana Badar

Cassandra T.

Amanda Billark

Adam Brophy

Tyler Hardie

Rob Crnkovic

Max Moreau

Matt Stairs

Anna Smith

Software Development Team

Sales and Account Management

Customer Solutions Team

Customer Support and Success

Marketing Team

Leadership Team

Product Design and Operations

Product Management Team

Teams at CapIntel