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CapIntel - About the company

CapIntel is a series A company based in Toronto (Canada), founded in 2017 by James Rockwood. It operates as an Online financial advisory platform for investments. CapIntel has raised $11M in funding. The company has 40 active competitors, including 4 that are funded. Its top competitors include companies like Wealthbox, Fundsmith UK and Bridgefront Capital.

Company Details

Online financial advisory platform for investments. It offers services for investment comparisons, preparing compelling proposals, tracking compliance checkpoints, and more.
Social
X
Registered Address
196 RUE DAUPHIN, LAVAL
Key Metrics
Founded Year
2017
Location
Toronto, Canada
Stage
Series A
Total Funding
$11M in 1 round
Latest Funding Round
Ranked
Employee Count
92 as on Oct 31, 2026
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CapIntel's funding and investors

CapIntel has raised a total funding of $11M over 1 round. Its latest funding round was a Series A round on Jun 14, 2022 for $*****. 2 investors participated in its latest round. CapIntel has 6 institutional investors.

Here is the list of recent funding rounds of CapIntel:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jun 14, 2022
3511383
Series A
8731771
7044409
4902711
1351848
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CapIntel's founders and board of directors

Founder? Claim Profile
The founders of CapIntel is James Rockwood.
Here are the details of CapIntel's key team members:

CapIntel's employee count trend

CapIntel has 92 employees as of Oct 26. Here is CapIntel's employee count trend over the years:
Employee count trend for CapIntel
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CapIntel's Competitors and alternates

Top competitors of CapIntel include Wealthbox, Fundsmith UK and Bridgefront Capital. Here is the list of Top 10 competitors of CapIntel, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Wealthbox
Wealthbox
2012, Providence (United States), Series B
Cloud-based CRM solution for financial advisors
$231M
59/100
2nd
Logo for CapIntel
CapIntel
2017, Toronto (Canada), Series A
Online financial advisory platform for investments
$11M
56/100
3rd
Logo for Fundsmith UK
Fundsmith UK
2010, Chelmsford (United Kingdom), Funding Raised
Investment management platform
-
-
45/100
4th
Logo for Bridgefront Capital
Bridgefront Capital
2017, Austin (United States), Unfunded
Provider of technology-intensive trading strategies across multiple asset classes for institutions
-
-
42/100
5th
Logo for Depowise
Depowise
2017, Tallinn (Estonia), Funding Raised
Compliance management solutions for banks & fund managers
-
35/100
6th
Logo for Inveert
Inveert
2018, Seville (Spain), Funding Raised
Wealth management solution for financial entities
-
34/100
7th
Logo for Boku
Boku
2022, London (United Kingdom), Unfunded
Investing platform providing professional tools and instruments for individual investors
-
-
31/100
8th
Logo for Hypoport
Hypoport
2002, Netherlands, Funding Raised
Developer of financial technology for secured funding and asset-backed transactions
-
27/100
9th
Logo for CCO
CCO
2018, Ohio (United States), Funding Raised
Compliance management solutions for financial advisors
-
-
24/100
10th
Logo for GNVault
GNVault
2026, Switzerland, Unfunded
Provider of private offline intelligence software for wealth asset managers
-
-
24/100
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CapIntel's Investments and acquisitions

CapIntel has made no investments or acquisitions yet.

Reports related to CapIntel

Here is the latest report on CapIntel's sector:

News related to CapIntel

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Media has covered CapIntel for a total of 2 events in the last 1 year, 1 of them has been about company updates and 1 about partnerships.
•
•
CapIntel joins with FactSet to increase advisor successFinTech Collective•Oct 09, 2024•CapIntel, FactSet
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