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

CapIntel's headquarters in Toronto, Canada

James Rockwood, CPA, CA

Joy Chen

Evan Weinshel

Peter Weitzman

Trish Brouse

Michael Zheng

Amanda Billark

Tyler Hardie

Max Moreau

The Software Development Team at CapIntel is responsible for designing, developing, and maintaining the platform's core functionalities, integrating advanced investment analytics, and enhancing online collaboration and communication tools. This team ensures the platform is scalable, reliable, and user-friendly, thereby enabling financial advisors and asset management sales teams to efficiently increase sales and improve client interactions. They leverage expertise in machine learning, data processing, and software engineering to continually innovate and improve CapIntel's offerings.

Software Development Team

The Sales and Account Management team at CapIntel is responsible for driving revenue growth and managing client relationships. This team comprises professionals who engage with financial advisors and asset management sales teams to promote and sell CapIntel's investment sales platform. They focus on acquiring new clients, nurturing key relationships, and ensuring the successful implementation of CapIntel's tools to enhance performance and client satisfaction for their users.

Sales and Account Management

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

The Customer Support and Success team at CapIntel is dedicated to ensuring financial advisors and asset management sales teams maximize their use of the platform. The Product Support Specialists and Managers handle inquiries, troubleshoot technical issues, and provide training resources. The Senior Customer Success Managers work closely with clients to understand their needs, drive platform adoption, and facilitate strategic planning to increase sales and enhance the overall client experience.

Customer Support and Success

The Marketing Team at CapIntel is responsible for developing and executing strategies to promote the platform, engaging both financial advisors and asset managers. This team collaborates to create compelling content, drive product awareness, craft targeted campaigns, and enhance the company's brand presence in the investment sales market. Their collective efforts aim to support customer acquisition, retention, and overall growth.

Marketing Team

The Leadership Team at CapIntel, comprised of the Founder & CEO, Co-founder & Chief Technology Officer, and Chief Revenue Officer (CRO) & Co-founder, is responsible for setting the strategic vision and direction of the company. They drive the innovation of the investment sales platform, foster growth and expansion, and ensure alignment across all departments to enhance sales and client experiences in the financial advisory and asset management sectors.

��

CapIntel

Org chart

Teams

Software Development Team

Sales and Account Management

Customer Solutions Team

Customer Support and Success

Marketing Team

Leadership Team

Offices

��������

CapIntel

Org chart

Teams

Software Development Team

Sales and Account Management

Customer Solutions Team

Customer Support and Success

Marketing Team

Leadership Team

Offices

Related companies

��