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.
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A robust investment comparison and proposal generation platform built for leading wealth management enterprises.
Full company description
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.
LinkedIn followers
13,120
People associated on LinkedIn
86
Reported office locations
Toronto, Ontario, CA
Gatineau, Quebec, CA
Halifax, Nova Scotia, CA
Business categories
Wealth Management
Software
Asset Management
FinTech
Financial Services
Other recorded names
CapIntel
Profile identifies a recruitment agency
No
Reported total investment
11,000,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Industry
Software Development
Size
51-200 employees
Headquarters
Toronto, Ontario
Organization type
Privately Held
Year founded
2019
CapIntel has 1 open jobs in Canada as of November 6, 2026. Top locations: Ottawa and Montréal.
7+ YOE2+ MgmtCandidates need 7+ years of software engineering, at least 4 in data engineering, and 2+ years leading engineers. Deep Node.js and TypeScript, AWS serverless pipelines, Temporal.io or a similar workflow tool, and strong SQL are required.