CapIntel
Toronto
About CapIntel
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 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 enhance client experience.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $10K – $50K
- Total funding: $11.0M
- Funding stage: Early Stage Venture
- Last round: Series A (Jun 2022)
- Website: capintel.com
- Phone: [email protected]
Industries & Categories
Asset Management, Financial Services, FinTech, Software, Wealth Management
Social Profiles
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