@CapIntel

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

 Toronto, ON
capintel.com
Joined September 2017
  • Tweets131
  • Following89
  • Followers84
32Media
Congratulations to this year's #CIXTop10 companies, chosen from hundreds of applications by a selection committee of 140 investors! Register for #CIX2022 to meet them in person Nov 1-2. accesswire.com/viewarticle.a…
4
2
5
Toronto Fintech Startup CapIntel To Triple Headcount Over Next Two Years buff.ly/3PYQ3QB
1
2
"We’ve worked with a number of credit unions over the past few years and are familiar with NEI’s product lineup. It felt like a natural progression for us,” CapIntel CEO James Rockwood told Wealth Professional. hubs.ly/Q01lbF5V0

For CapIntel, latest partnership is a learning opportunity

CEO James Rockwood says collaboration with Canadian ESG leader NEI Investments builds on previous successes

wealthprofessional.ca
1
Toronto's CapIntel Unveils Latest Partnership in Fintech Space ⁦@CapIntel⁩ fintech.ca/2022/08/29/capint…

Toronto's CapIntel Unveils Latest Partnership in Fintech Space | Fintech.ca

Toronto-based financial technology firm CapIntel this week announced a new partnership with NEI Investments. NEI, a wholly-owned subsidiary of Canadian independent wealth management firms Aviso...

fintech.ca
1
2
CapIntel Adds Equitable Life to Growing List of Partners ⁦@CapIntel⁩ ⁦@equitablelife⁩ fintech.ca/2022/01/24/capint…

CapIntel Adds Equitable Life to Growing List of Partners | Fintech.ca

Hot on the heels of partnerships with IG Wealth Management and Canada Life, Toronto’s CapIntel has added Equitable Life to their partner page. This new partnership signals increase interest among...

fintech.ca
1
1
Join @erinbury and @JkRockwood tomorrow for a webinar discussing Estate and Financial Planning in 2021! Hosted by @CapIntel and @WillfulWills Learn more: bit.ly/2LJiE1c.
2
4
Excited for this!
CapIntel@CapIntel19 Jan 2021
We are excited to be hosting a webinar with @WillfulWills next week, Jan 28! @erinbury and @JkRockwood will be chatting about the state of estate and financial planning in 2021! Join us - eventbrite.com/e/13748817182… #financialadvisors
1
1
Join us for our webinar on estate and financial planning with @CapIntel next week!
CapIntel@CapIntel19 Jan 2021
We are excited to be hosting a webinar with @WillfulWills next week, Jan 28! @erinbury and @JkRockwood will be chatting about the state of estate and financial planning in 2021! Join us - eventbrite.com/e/13748817182… #financialadvisors
1
3
You can't vaccinate remote work Hello 2021 - Remotely Inclined is back! remotelyinclined.substack.co…
1
5
FINANCIAL ADVISORS 2020 JUST HAPPENED, WHAT ARE YOU GOING TO DO ABOUT IT? 😵 2020 was a wild year for so many reasons and really did fly by. 🙋‍♂️ Join me for this live webinar: campaign.virtualadvisorsyste…… #financialadvisor #financialadvisers #business #financialplanning
1
1
3
LISTEN TO ME TALK EVEN MORE, FRIENDS
CapIntel@CapIntel4 Nov 2020
We are super excited to announce that we will be hosting a webinar with @stefanpalios on November 26! Details to come soon!
1
6
The best from the east! Hear presentations from highly rated startups as curated by top #investors at next week's #CIX2020 Digital Summit. In partnership with @EastValleyVent and @nb_innovation. Register now: cixsummit.com/2020/register #Tech #Startup #VentureInvestment
7
2
6
Happy Weekend! Looking for something to listen to? Tune in to the latest episode of the #StartupPodcast and #THRIVEPodcast sponsored by @Mastercard and @Ceridian and @bdc_ca & @scotiabank! startupcan.ca/podcasts
3
5
Did you know ... just 32% of financial advisors are women & only 23% of advisors with a CFP designation are women Join us in supporting these 8️⃣ female-led advisory firms who we recently had the pleasure to develop modern, well-designed websites for. blog.twentyoverten.com/8-exa…
1
1
7
What do you call this growing corner of the economy? There are too many names to count... -- Startup ecosystem -- Tech industry -- Tech sector -- Innovation economy -- Knowledge economy -- Etc. We may need a rebrand.
1
7
There's never been a more important time to regain control of your finances and Own Your Future. Get your copy of my new book at the link below and get started today! amzn.to/2D2cFQb #FinancialAdvisor #FinanceTips #OwnYourFuture #WomeninFinance #FinancialFreedom
1
2
That moment when all the hard work is recognized. Validation. That moment when your company is mentioned alongside @Fidelity And @CharlesSchwab Surreal. Thank you @ThinkAdvisor For the amazing write up today! www-thinkadvisor-com.cdn.amp…
1
1
5
You want to build something great. We want to help. #Next36 2021 applications are now open! What will you gain? 🌎World class #curriculum ♟️#Mentorship 💸#Investment of up to $50K in seed capital 🧑‍🤝‍🧑Community of over 600+ #NEXTalumni Learn more: next36.ca
2
7
1
13
Meet @CapIntel, part our #NextFounders Class of 2020, an investment sales platform used by hundreds of financial advisors and asset management sales teams. #FinTech Learn more: nextcanada.com/2020-ventures…
2
3
Tomorrow's Remotely Inclined is tackling the future of (remote) work and whether companies going back to the office post-COVID will kill remote work Get it delivered fresh to your inbox by subscribing remotelyinclined.substack.co…
1
5
Load more