Carving the path towards elevated personal finance.
To be the backbone of sales teams at innovative wealth management firms.
Our platform enables advisors and wholesalers to leverage more transparent information and smarter systems to provide better service to their clients.
Elevating finance to build wealth for all.
Ultimately, we’re focused on clients getting better service, understanding their investments, and feeling at ease knowing their future is secure.
It all starts with you.
Our grassroots story begins with helping everyday Canadians sort out their personal finances, and a significant part of that is growing wealth through investments. As the vision for CapIntel took shape, we continued to ask, “what makes sense for the retail investor?” and “how can wealth advisors better support them?”. Since we entered the market in October 2019, we’ve been focused on investments – making them easier to select for advisors, and easier to understand for retail investors. We’re constantly pushing ourselves to build a better, more intuitive platform to support our goal.
Today, CapIntel powers over 10,000 financial advisors and wholesalers and we’re not stopping there. We’re continuing our mission to serve as the backbone of wealth management firms so, in the end, we can help ensure no one misses out on their financial goals.
“Wealth underpins most of life’s milestones. By improving the system, we can make a meaningful impact on millions of lives.”
James Rockwood launched CapIntel in 2019. This fulfilled a childhood dream of creating a meaningful business that could improve and impact people’s lives.
Who's behind us?
CapIntel is backed by a fantastic team of advisors and investors. Beyond our completion of programs with NEXT Founders and Creative Destruction Labs, our investors are current and former executives in asset management, capital markets, and banking.
Who we are
The CapIntel team is a diverse group of dedicated, hardworking people. We aren’t afraid of a challenge, whether it’s launching new features or taking part in friendly competition during our social events. We’re passionate and celebrate every win as a team, big or small. Teamwork is essential to our success, and we reinforce this by following the four principles of Extreme Ownership.
Cover and Move
It means teamwork. It’s the most important guiding principle. We always have each other’s backs.
Simple and Focused
We reduce the chance of mistakes by having standard processes for complex tasks. We make sure everyone understands what we’re doing and why we’re doing it.
Prioritize and Execute
“Relax, look around, make a call.” Working at a start-up means you’ve got a lot of balls in the air. Sometimes it can be overwhelming. When that happens, follow the quote.
Decentralized Command
We reduce the chance of mistakes by having standard processes for complex tasks. We make sure everyone understands what we’re doing and why we’re doing it.
