Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. CapIntel’s cutting-edge sales enablement platform empowers enterprises to seamlessly bridge efficiency and communication gaps. Our platform revolutionizes how advisors and wholesalers analyze, present, and sell investments to retail investors, ensuring a transformative experience in the wealth industry.
With a remarkable 750% growth in 2021 and a successful $14M Series A funding, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to make a significant impact on the wealth industry landscape in 2023 and beyond.
