CapIntel | Company Profile - Revenue, Headcount, Tech Stack, Contacts
CapIntel is a Canadian fintech company based in Toronto, founded in 2017 and active in the market since 2019.
Industry & Market
Funding Information
Headcount Distribution
By Department
Department Breakdown
Keywords & Focus Areas
Overview
CapIntel is a Canadian fintech company headquartered in Toronto, active since 2019. It offers a web-based platform to optimize the wealth management advisory process, empowering financial advisors to deliver personalized, data-driven investment presentations for stronger client engagement and communication.
The solution provides tools for personalized investment comparisons, proposal generation, and sales process management to help wealth professionals streamline workflows and build deeper client relationships. Serving over 20,000 users across North America, CapIntel has experienced rapid growth, earning recognition on Deloitte’s Technology Fast 50 and Fast 500 lists and expanding with offices in Montreal and New York City.
Key Metrics
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Contact
Technology Stack
Analytics & Tracking
Social & Marketing
Database & Backend
Cloud & Infrastructure
Productivity
How to sell to CapIntel
Buyer Teams to Target
Engineering & Platform Development
VP of Engineering, Director of Platform Engineering, Lead Software Engineer, DevOps Manager, QA Lead, Full Stack DeveloperProduct Management & UX
Chief Product Officer, Director of Product Management, Product Manager, UX/UI Designer, Product Owner, User Research LeadSales & Client Success
Head of Sales, Enterprise Account Executive, Business Development Manager, Sales Operations Lead, Client Success Manager, Sales Enablement SpecialistCompliance, Risk & Advisory Operations
Chief Compliance Officer, Risk Manager, Regulatory Affairs Director, Compliance Analyst, Advisory Operations Manager, Portfolio Compliance SpecialistWhat they buy
- Cloud infrastructure & hosting services
- CRM and client relationship management software
- Sales enablement & automation tools
- Compliance & regulatory technology solutions
- Financial data analytics platforms
- Secure document sharing & e-signature tools
- User experience design services
Signals to watch
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