CapIntel

CapIntel is an investment sales platform used by over 12,000 financial advisors and asset management sales teams in North America. CapIntel’s platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients. With proven ability to increase sales for advisors and asset managers, the firm is quickly becoming the go-to sales platform for companies looking to capture more assets and enhance client experience.

Domain

capintel.com

Country

Canada

Employees

51-100

Last Funding

$11.0M

Founded

2019

Frequently Asked Questions

What technologies does CapIntel use?+

CapIntel uses 22 technologies including Chargebee, Facebook Pixel, Google Analytics.

What industry is CapIntel in?+

CapIntel operates in the Asset Management industry.

Where is CapIntel based?+

CapIntel is headquartered in Canada.

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Data last updated: June 2026