CAPINTEL
CapIntel is an investment sales platform used by hundreds of 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 win.
CAPINTEL
Industry:
Asset Management Financial Services FinTech Software Wealth Management
Founded:
2019-10-01
Address:
Toronto, Ontario, Canada
Country:
Canada
Website Url:
http://www.capintel.com
Total Employee:
11+
Status:
Active
Email Addresses:
[email protected]
Total Funding:
11 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Analytics LetsEncrypt Google Tag Manager Content Delivery Network Global Site Tag Amazon ReCAPTCHA US Privacy User Signal Mechanism
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Current Employees Featured
Founder
Investors List
Fengate Asset Management
Fengate Asset Management investment in Series A - CapIntel
FinTech Collective
FinTech Collective investment in Series A - CapIntel
NEXT Canada
NEXT Canada investment in Pre Seed Round - CapIntel
Creative Destruction Lab (CDL)
Creative Destruction Lab (CDL) investment in Non Equity Assistance - CapIntel
Official Site Inspections
http://www.capintel.com Semrush global rank: 4.92 M Semrush visits lastest month: 1.76 K
- Host name: server-18-160-41-50.iad55.r.cloudfront.net
- IP address: 18.160.41.50
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "CapIntel"
About - CapIntel
The CapIntel team is a diverse group of dedicated, hardworking people. We aren’t afraid of a challenge, whether it’s launching new features or taking part in friendly competition during our social events. We’re passionate and celebrate every …See details»
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CapIntel is headquartered in Toronto, Canada. What is the size of CapIntel? CapIntel has 68 total employees. What industry is CapIntel in? CapIntel’s primary industry is Financial Software. Is …See details»
CapIntel - LinkedIn
CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their ...See details»
CapIntel Reflects on a Year of Innovation and Growth as
Dec 13, 2023 CapIntel's newest members will help amplify the core strengths of the firm's suite of products, as new offerings and enhancements are underway for 2024. Industry Recognition …See details»
CapIntel Reflects on a Year of Innovation and Growth as …
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Product - CapIntel
Take a look at how these organizations are managing their practice with CapIntel. Learn More. Manage your practice and get started today. Elevating finance to build wealth for all. Get Started. English. English Français. Product. Features. …See details»
CapIntel - Wealth Professional
CapIntel is a sales enablement platform that helps wealth management professionals impress clients, save time, and grow their business. Inefficiencies in an advisor's sales workflow can …See details»
CapIntel and BMO Private Wealth Working Together to …
May 13, 2024 “CapIntel was built to empower investment professionals as they work to create the best possible client experiences for investors and improve efficiency. We’re thrilled to be …See details»
CapIntel closes $14.2 million CAD Series A to fuel US ... - BetaKit
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CapIntel | 2024 Investor Engagement Report
CapIntel is a B2B fintech company, serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals …See details»
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CapIntel Joins with FactSet to Increase Advisor Success
Oct 8, 2024 CapIntel is a B2B fintech company, serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth …See details»
CapIntel Customer Story | IG Wealth Management
How IG Wealth Management used CapIntel to address compliance requirements set to be implemented by Client-Focused Reforms; The client experience improvements made possible …See details»
Pricing - CapIntel
Find out what CapIntel can do for you at every stage of your practice. Enterprises. Create a consistent sales process. Independent Advisor. Delight your clients. Small Practices. Build …See details»
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Independent advisors using CapIntel report spending 40% less time doing admin work, leaving more time to connect with clients. Instant analytics at your fingertips. Building portfolios and …See details»