CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations. We bring in-depth analytics, risk alignment, and proposal templates into a simple workflow, helping enterprises standardize sales enablement and produce polished proposals. Advisors work faster and smarter, while clients get the clarity they deserve to invest with confidence. Join us as we elevate finance to build wealth for all.
| Website | https://capintel.com |
| Revenue | $12.6 million |
| Employees | 86 (77 on RocketReach) |
| Founded | 2019 |
| Industry | Software Development |
| Keywords | Financial Services, Investment Services, Capital Markets, Wealth Management, Financial Technology, Alternative Investments, Fintech, Portfolio Management, Private Equity, Investment Management, Financial Planning, Hedge Funds, Retirement Planning, Asset Management, Brokerage Services, Investment Advisory, Wealth Building, Online Investing, Investment Platform |
| Competitors | BlackRock, Bloomberg, FactSet, Morningstar, Refinitiv, an LSEG business, S&P Global Platts, YCharts, Wealthfront, Envestnet | Yodlee India +33 more (view full list) |
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CapIntel Questions
The CapIntel annual revenue was $12.6 million in 2026.
James Rockwood is the Founder and CEO of CapIntel.
77 people are employed at CapIntel.
CapIntel is based in Toronto, Ontario.
Top CapIntel Employees
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James Rockwood
Founder and CEO at CapIntel
Halifax Regional Municipality, NS, CA21 -
21
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Peter Cutler
Chief Revenue Officer (CRO) at CapIntel
New York, NY, US55+ -
21
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Steve Wolff
Board Member at CapIntel
Toronto, ON, CA11 -
Joy Chen
VP of Product at CapIntel
New York, NY, US24 -
Evan Weinshel
Head of Partnerships and Business Development at CapIntel
Burlingame, CA, US24 -
Sarita Dobing
Head of Revenue Operations at CapIntel
Kitchener, ON, CA22
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