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 provenability 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.

FinTech

Software

CapIntel

James Rockwood, CPA, CA

Gregory Mott

Corey Nelmes

Marcus Maloney

Jas Aulakh

Diyana Badar

Cassandra T.

Amanda Billark

Adam Brophy

Tyler Hardie

Rob Crnkovic

Max Moreau

Matt Stairs

Anna Smith

The Customer Solutions Team at CapIntel is dedicated to enhancing client success by providing technical expertise and tailored solutions. Comprising Sales Engineers, Lead Client Solutions Engineers, Client Solutions Architects, and Solutions Consultants, the team collaborates closely with financial advisors and asset managers to implement the CapIntel platform effectively, ensuring robust adoption and maximizing the platform’s impact on their sales processes.

Customer Solutions Team

Software Development Team

Sales and Account Management

Customer Solutions Team

About

Team members

Other teams at CapIntel

Software Development Team

Sales and Account Management