A robust investment comparison and proposal generation platform built for leading wealth management enterprises.

Toronto, ON
Joined September 2017
The future of #wealthmanagement is looking bright in Huntington Beach☀️. James Rockwood and Rob Crnkovic are representing CapIntel at the @FutureProofAC, accelerating our U.S. presence & connections with industry leaders. Thank you, #FutureProofAC, for hosting such a great event!
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We are thrilled to be selected as a #CIXTop10 Growth company. Thank you, @CIXCommunity, for recognizing our innovation and promise in the North American tech space. Congratulations to all of the #CIX2022 inductees! lnkd.in/gMsbNkEg See us at the CIX Summit on Nov 1-2!
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This week we announced $11.0M USD ($14.2M CAD) in #SeriesA funding, led by New York-based @fintech_io, with an additional participation from @Fengate on behalf of its investor, the LiUNA Pension Fund of Central and Eastern Canada (LPFCEC). Learn more: bit.ly/3b28dSt
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For the first time, we had @Wealthsimple's Ben Reeves on the #FrontierOfFinance. Tune in to hear about the new Wealthsimple Venture Fund I and how it's allowing all Canadians access to top-tier venture capital. link.chtbl.com/LQwNRlUA
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We welcome back @BMO Global Asset Management to the #FrontierOfFinance. The data boom is here! Tune in to hear about a fascinating new solution that places a spotlight on the infrastructure supporting this data explosion. 🎧Listen here: link.chtbl.com/23DpaKBV
New Episode of the #FrontierOfFinance 🚨. Hear about long-term strategies to defend against extreme market swings with our guest from @canadalifeco, Ian Filderman. Listen here 🎧: link.chtbl.com/frontieroffin…
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CapIntel has officially been recognized as a 5-Star #WealthTech Provider by @WealthProCA. We're thrilled to be listed alongside this group of excellent companies. View the entire list here: bit.ly/3CrxYEM
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Did you hear? We've got a brand new look on our website. Check out new pages for Features, Use Cases, and more ➡️ capintel.com/
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We're back with another episode of the #FrontierofFinance. We're joined by Jonathan Needham, VP of ETF Distribution at @TDAM_Canada to talk about what's driving healthcare investing today (it might just surprise you!). Listen here 🎧: link.chtbl.com/frontieroffin…
Introducing the #FrontierofFinance podcast, an original podcast by @CapIntel. On our first episode, we welcome Aaron White, VP of Sustainable Investments at @CIBCAMNEWS to speak with us about ESG investing. Listen here 🎧: link.chtbl.com/frontieroffin…