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.
- Website
- capintel.com
- 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
Investors
Ranked
2nd among 40 active competitors
Employee Count
92 as on Oct 31, 2026
Legal entities associated with CapIntel
CapIntel is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
CAPINTEL INC. CIN: 316477-2 , Canada, Active | Jul 11, 1995 | - | - | - |
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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 |
View details of CapIntel's funding rounds and investors
CapIntel's founders and board of directors
Founder? Claim ProfileThe founders of CapIntel is James Rockwood.
Here are the details of CapIntel's key team members:
- James Rockwood: Founder of CapIntel and founder of 1 other company.
View details of CapIntel's Founder profiles and Board Members
CapIntel's employee count trend
CapIntel has 92 employees as of Oct 26. Here is CapIntel's employee count trend over the years:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealthbox 2012, Providence (United States), Series B | Cloud-based CRM solution for financial advisors | $231M | 59/100 | |
2nd | Online financial advisory platform for investments | $11M | 56/100 | ||
3rd | Fundsmith UK 2010, Chelmsford (United Kingdom), Funding Raised | Investment management platform | - | - | 45/100 |
4th | Bridgefront Capital 2017, Austin (United States), Unfunded | Provider of technology-intensive trading strategies across multiple asset classes for institutions | - | - | 42/100 |
5th | Compliance management solutions for banks & fund managers | - | 35/100 | ||
6th | Wealth management solution for financial entities | - | 34/100 | ||
7th | Boku 2022, London (United Kingdom), Unfunded | Investing platform providing professional tools and instruments for individual investors | - | - | 31/100 |
8th | Hypoport 2002, Netherlands, Funding Raised | Developer of financial technology for secured funding and asset-backed transactions | - | 27/100 | |
9th | CCO 2018, Ohio (United States), Funding Raised | Compliance management solutions for financial advisors | - | - | 24/100 |
10th | GNVault 2026, Switzerland, Unfunded | Provider of private offline intelligence software for wealth asset managers | - | - | 24/100 |
Looking for more details on CapIntel's competitors? Click here to see the top ones
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
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 Announces Collaboration With KPMG Canada to Accelerate Wealth Management Digital TransformationFinancial Post•Dec 11, 2025•KPMG, CapIntel
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Capintel and Richardson Wealth collaborate to improve support for advisersBusiness Wire•Apr 22, 2025•CapIntel, Richardson Wealth
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CapIntel Survey Reveals That Trust, Not Portfolio Performance, is Top Priority for Investors in Advisor RelationshipsBusiness Wire•Jan 21, 2025•CapIntel
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CapIntel joins with FactSet to increase advisor successFinTech Collective•Oct 09, 2024•CapIntel, FactSet
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Central Pacific Bank Trust Division Reduces Stock Position in FactSet Research Systems Inc. (NYSE:FDS)MarketBeat•Oct 04, 2024•FactSet, Central Pacific Bank, CapIntel
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CapIntel and BMO private wealth working together to strengthen advisor-client relationshipsFinTech Collective•May 14, 2024•BMO, CapIntel
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CapIntel and Desjardins Financial Security Investments Join Forces to Elevate Investment Advisory Services Across CanadaFinancial Post•Apr 23, 2024•CapIntel, Dfsi
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Capintel and Sfl Placements Join Forces to Improve Investment Advisory Services in CanadaBusiness Wire•Apr 23, 2024•CapIntel, Desjardins
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CapIntel Expands Partnership with CIBC to Bring Proven Sales Technology to Private Investment Counsel TeamBusiness Wire•Oct 04, 2023•CapIntel, CIBC
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