CapIntel develops web-based applications and a sales platform for financial professionals to help advisors provide better service and clearer understanding of investments. Its platform is used by more than 10,000 advisors serving over two million households, including three of the top five Big Banks in Canada. The company launched its platform in 2019 and reported nearly 800% revenue growth in 2021 following 640% growth in 2020. Led by CEO James Rockwood and CTO Max Moreau, CapIntel recently expanded into the U.S. market. The team plans to hire at least 150 new members over the next two years, focused on building out sales and product teams. The company intends to use the funds to further accelerate growth and expand its business reach.

Total raised

$11M

Funding rounds

1

Latest round

Series A

Latest activity

Jun 2022