Insights

Strategic Partnerships CapIntel has established collaborations with prominent firms such as KPMG Canada, Richardson GMP Ltd., FactSet, Desjardins Financial Security Investments, and Conquest Planning Inc., indicating a strong partnership network that can be leveraged to expand market reach and cross-sell solutions.

Innovative Technology Launches The company has recently launched AI Statement Reader and the holistic wealth management solution OMNI, demonstrating its commitment to technological innovation, which can attract clients seeking cutting-edge digital tools and process automation.

Market Focus and Growth With a robust revenue range of 25 to 50 million dollars and recent integrations with wealth management platforms, CapIntel is positioned in the wealth advisory and financial services market, representing potential opportunities to target similar firms looking for advanced proposal and analytics solutions.

Recent Industry Recognition Coverage of CapIntel’s developments in industry news outlets reflects visibility in prominent fintech and wealth management sectors, making it appealing for firms seeking proven, reputable technology partners to enhance their client engagement tools.

Funding and Potential Having secured funding of 11 million dollars alongside impressive revenue figures, CapIntel is financially well-positioned for growth efforts, offering opportunities for sales teams to target similar financial service providers that are investing heavily in digital transformation.

Similar companies to CapIntel

CapIntel Tech Stack

CapIntel uses 8 technology products and services including Deloitte, PostgreSQL, Next.js, and more. Explore CapIntel's tech stack below.

  • Deloitte
    Accounting
  • PostgreSQL
    Database
  • Next.js
    Javascript Frameworks
  • Microsoft
    Miscellaneous
  • New Relic
    Real User Monitoring
  • Elasticsearch
    Search Engines
  • NIST Cybersecurity Framework
    Security
  • Apache HTTP Server
    Web Servers

Media & News

CapIntel's Email Address Formats

CapIntel uses at least 1 format(s):
CapIntel Email FormatsExamplePercentage
First.Last@capintel.comJohn.Doe@capintel.com
53%
Last@capintel.comDoe@capintel.com
45%
FirstLast@capintel.comJohnDoe@capintel.com
1%
Middle@capintel.comMichael@capintel.com
1%

Frequently Asked Questions

What is CapIntel's official website and social media links?

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CapIntel's official website is capintel.com and has social profiles on LinkedInCrunchbase.

What is CapIntel's NAICS code?

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CapIntel's NAICS code is 5112 - Software Publishers.

How many employees does CapIntel have currently?

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As of July 2026, CapIntel has approximately 87 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Vp Of Engineering: M. C.Head Of Solutions Architecture: M. S.Head Of Revenue Operations: S. D.. Explore CapIntel's employee directory with LeadIQ.

What industry does CapIntel belong to?

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CapIntel operates in the Software Development industry.

What technology does CapIntel use?

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CapIntel's tech stack includes DeloittePostgreSQLNext.jsMicrosoftNew RelicElasticsearchNIST Cybersecurity FrameworkApache HTTP Server.

What is CapIntel's email format?

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CapIntel's email format typically follows the pattern of First.Last@capintel.com. Find more CapIntel email formats with LeadIQ.

How much funding has CapIntel raised to date?

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As of July 2026, CapIntel has raised $11M in funding. The last funding round occurred on Jul 14, 2022 for $11M.

When was CapIntel founded?

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CapIntel was founded in 2019.
CapIntel logo

CapIntel

Software DevelopmentOntario, Canada51-200 Employees

CapIntel is a software company based in Toronto, Ontario, that provides an investment comparison and proposal platform designed to translate complex financial data into client-ready presentations. Its offering streamlines analytics, risk alignment, and proposal templates into a cohesive workflow, enabling financial advisors to standardize sales enablement and produce polished materials for clients. The platform supports faster, more confident investment decisions by presenting clear information that helps clients understand options and implications.

Serving wealth management and advisory firms, CapIntel targets professionals who prepare proposals and conduct client conversations. The company operates within the software development industry, positioning itself as a tool to enhance efficiency and clarity in financial planning and fund analysis. Recent developments include collaborations and product expansions aimed at supporting digital advisor and client tools in the wealth management sector, reflecting ongoing efforts to integrate with industry platforms and services.

Section iconCompany Overview

NAICS Code
5112 - Software Publishers
Founded
2019
Employees
51-200

Section iconFunding & Financials

  • $11M

    CapIntel has raised a total of $11M of funding over 3 rounds. Their latest funding round was raised on Jul 14, 2022 in the amount of $11M.

  • $25M$50M

    CapIntel's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $11M

    CapIntel has raised a total of $11M of funding over 3 rounds. Their latest funding round was raised on Jul 14, 2022 in the amount of $11M.

  • $25M$50M

    CapIntel's revenue is estimated to be in the range of $25M$50M

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