CapIntel

About CapIntel

CapIntel, founded in 2019 by James Rockwood, Rob Crnkovic, and Maxim Moreau, is a financial technology company headquartered in Toronto, Canada. The company was born out of the founders' recognition of the inefficiencies and communication gaps prevalent in the wealth management industry. James Rockwood, the CEO, brings his experience from the financial sector to steer the company's vision of modernizing investment sales.

The firm provides a web-based platform tailored for financial advisors and wholesalers across North America. Its core business is to equip these professionals with tools that streamline the sales process, from preparing investment proposals to presenting them to clients. The platform allows for the quick comparison of investment products and the generation of customized, compliant sales materials. This helps advisors to better articulate investment strategies and recommendations to their clients.

CapIntel operates on a business-to-business (B2B) model, licensing its software to financial institutions. Its clientele includes major names in the financial services and insurance sectors. The platform is designed to integrate with existing workflows, reducing the administrative burden on advisors and allowing them to focus more on client relationships. By facilitating clearer communication and more efficient proposal generation, the company helps financial institutions to enhance their sales effectiveness and client satisfaction.