CapIntel

CapIntel is transforming the wealth management experience with an investment comparison and proposal generation platform that turns complex financial data into clear, client-ready presentations. Since launching in October 2019, CapIntel has rapidly scaled to power over 17,000 financial advisors and wholesalers across leading North American firms. The platform delivers measurable impact: 81.7% of CapIntel users saw increases in their clients' investment deposits year-over-year, with an average increase of 39.5%. The company serves some of North America's largest financial institutions, including BMO, CIBC, Desjardins, IG Wealth Management, and Aviso Wealth, collectively reaching over 2 million investors. The company has earned exceptional recognition, ranking #2 in Deloitte's Technology Fast 50 Canada and #11 in the Fast 500 North America in 2025, with 9,225% revenue growth over three years. CapIntel secured Series A funding led by Fintech Collective with participation from Fengate Asset Management, and is backed by Aquiline Capital Partners. With a mission to elevate finance to build wealth for all, CapIntel continues to innovate at the intersection of storytelling, personalization, and compliance - helping advisors build trust, close faster, and deliver better client outcomes through technology that makes financial goals a reality.