Since launching in 2019, CapIntel has been on a mission to elevate finance and build wealth for all, helping advisors better support their clients and providing peace of mind about their financial futures. Serving financial institutions across North America, CapIntel has revolutionized the client experience in investment management by modernizing sales processes with intuitive, web-based applications. These tools are enhancing the overall experience for wealth professionals and investors alike, making financial discussions more transparent, data-driven, and personalized.
CapIntel is committed to elevating personal finance, growing wealth through smart investments, and fostering meaningful conversations between advisors and their clients. Their platform helps financial professionals deliver transparent, data-driven insights to clients, ensuring they understand their investments and feel secure about their financial future. With over 12,000 advisors and 800 wholesalers on their platform across North America, CapIntel is redefining the advisor-client relationship.
CapIntel's rapid growth has been recognized industry-wide, earning the #13 spot on the Globe and Mail’s Top Growing Companies list in 2023 with a three-year revenue growth of 2443%. After closing a $14.2M CAD Series A, CapIntel is poised for continued growth, building their team to amplify their transformative impact on the wealth industry.
“We’re in a really unique position where we feel we’re at the forefront of a larger industry change, a real focus on customer engagement, real focus on investment products, talking about investment products, and delivering more holistic wealth management,” said James Rockwood, CapIntel’s Founder/CEO.
Co-founders James Rockwood and Rob Crnkovic host the Frontier of Finance Podcast, offering deep insights into the latest in wealth and asset management. With episodes featuring top asset managers, the podcast gives listeners an exclusive look into new product launches and innovations. Subscribe wherever you get your podcasts!
As the Product Manager, your impact will be felt across several critical areas:
CapIntel is at an exciting juncture, focusing on refining its data-powered product suite and exploring US product-market fit while continuing to lead in Canada. With 4-5 years of market traction and eight-figure annual revenue, the product has a strong foundation, but there’s room to innovate and evolve.
This is a rare opportunity to shape the future of a thriving company while working with a product that’s already making a significant impact in the industry.
Inclusion and Diversity at CapIntel: We understand, accept, and value the differences between people of different backgrounds, genders, sexual orientations, ages, beliefs, and abilities. We aim to create an inclusive environment and encourage diverse individuals to apply