CapIntel

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

[CapIntel @CapIntel]

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: https://t.co/aCcnVOpBsl

[CapIntel @CapIntel]

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!

[CapIntel @CapIntel]

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! https://t.co/PAzFW7S6ju

See us at the CIX Summit on Nov 1-2!

[CIXCommunity @CIXCommunity]

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.

https://t.co/f49S8h36Mx

[CapIntel @CapIntel]

CapIntel is packing our bags and heading to Huntington Beach for @FutureProofAC. We hope to see you there! 🏖️

[Future Proof @FutureProof_HQ]

7️⃣2️⃣. Our countdown is now in *hours*. Rest up, #FutureProofAC – we’ve got four epic days ahead of us!

[Techtalent.ca @TechTalentCan]

Toronto Fintech Startup CapIntel To Triple Headcount Over Next Two Years https://t.co/fn7K0kJzyW

[Wealth Professional Canada @WealthProCA]

"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.

https://t.co/rlt0ENGCzs

[Fintech.ca @FintechCanada]

Toronto's CapIntel Unveils Latest Partnership in Fintech Space ⁦@CapIntel⁩ https://t.co/U75TiKvmZj

[CapIntel @CapIntel]

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. https://t.co/PsBkdlXGLQ

[CapIntel @CapIntel]

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: https://t.co/IRyEVOPmse

[CapIntel @CapIntel]

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

[Wealth Professional Canada @WealthProCA]

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: https://t.co/btToUZP4ar

[Fintech.ca @FintechCanada]

CapIntel Adds Equitable Life to Growing List of Partners ⁦@CapIntel⁩ ⁦@equitablelife⁩ https://t.co/hOHUXUTEeX

[CapIntel @CapIntel]

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: https://t.co/4Tx5VKAFQq

[CapIntel @CapIntel]

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: https://t.co/OGXWyPd5VD

[CapIntel @CapIntel]

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 🎧: https://t.co/00g4IUXH9Y

[CapIntel @CapIntel]

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: https://t.co/DGZmK2WhRZ

[CapIntel @CapIntel]

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: https://t.co/WCwXiSnDwt

[CapIntel @CapIntel]

Did you hear? We've got a brand new look on our website. Check out new pages for Features, Use Cases, and more ➡️ https://t.co/ZnVZq8ZE8a

[CapIntel @CapIntel]

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 🎧: https://t.co/pZmzH8gPoS

[CapIntel @CapIntel]

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 🎧: https://t.co/ULKiaibrID