CapIntel

CapIntel is on a mission to revolutionize the wealth management landscape by empowering financial advisors and their clients. Founded in 2019 by James Rockwood, CapIntel has rapidly evolved into a key player in the investment proposal generation sector. Due to the inconsistency in investment practices, Rockwood recognized the pressing need for innovative technology to bridge the gaps between financial advisors and their clients. What started as a dream in the vibrant city of Toronto has now soared, facilitating over 20,000 financial advisors across North America in enhancing their client relationships and investment education.

The company offers a robust investment comparison and proposal generation platform that has garnered the trust of major banks throughout North America. The platform serves to enrich the financial advisory experience, providing interactive and visually engaging proposals that thoroughly educate investors about their portfolios. By making complex investment concepts simple, CapIntel empowers advisors to cultivate deeper relationships with their clients, all while driving business with undeniable data and compelling visualizations.