CapIntel @CapIntel
A robust investment comparison and proposal generation platform built for leading wealth management enterprises. capintel.com Toronto, ON Joined September 2017-
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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!
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!
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.as…
CapIntel is packing our bags and heading to Huntington Beach for @FutureProofAC. We hope to see you there! 🏖️
7️⃣2️⃣. Our countdown is now in *hours*. Rest up, #FutureProofAC – we’ve got four epic days ahead of us!
Toronto Fintech Startup CapIntel To Triple Headcount Over Next Two Years buff.ly/3PYQ3QB
"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
Toronto's CapIntel Unveils Latest Partnership in Fintech Space @CapIntel fintech.ca/2022/08/29/cap…
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
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
We've been recognized as a 2022 Wealth Professional Awards finalist for WealthTech Service Provider of the Year by @WealthProCA! We're so proud to be listed alongside some of the top names in wealth management, including our fantastic partners. Congrats to all! #WPAwardsCA
Cheers to the Wealth Professional Awards 2022 Excellence Awardees!#WPAwardsCA The celebratory show will be on June 1, 2022, at the Liberty Grand Toronto. See the full list of awardees and register here: hubs.ly/Q017q3Zh0
CapIntel Adds Equitable Life to Growing List of Partners @CapIntel @equitablelife fintech.ca/2022/01/24/cap…
We are pleased to announce our new partnership with @equitablelife. We’re proud to partner with Equitable Life to enhance the digital experience for their Wholesalers, Financial Advisors, and Clients. Read more about the partnership: bit.ly/3GZjFJA
We are thrilled to announce our new strategic relationship with @canadalifeco, helping thousands of financial advisors from coast to coast better meet their client’s financial goals. Read more about the partnership via @WealthProCA: bit.ly/3mY2Mri
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/frontieroffina…
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
Thrilled to announce we have partnered with one of Canada's largest wealth and asset management companies, @IGWealthMgmt, to support +3,000 advisors across Canada. Read more about the partnership via @megesimpson's coverage on @BetaKit: betakit.com/capintel-signs…
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
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/frontieroffina…
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/frontieroffina…
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