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CapIntel

Mackenzie Investments to Battle-Test Link, the Latest Fintech Offering from CapIntel

January 5, 2023 by Knowlton Thomas Leave a Comment

CapIntel recently announced a strategic partnership with Mackenzie Investments, a Canadian investment management firm. [Read more…] about Mackenzie Investments to Battle-Test Link, the Latest Fintech Offering from CapIntel

Filed Under: News Tagged With: CapIntel, Mackenzie Investments

Shining Examples of Strategic Partnerships in Canadian Fintech

December 21, 2022 by Knowlton Thomas Leave a Comment

In both the finance and technology worlds, strategic partnering with adjacent companies is common and necessary.

Both realms are far too complex for most incumbents, let alone startups, to encompass the whole of. [Read more…] about Shining Examples of Strategic Partnerships in Canadian Fintech

Filed Under: News Tagged With: Aviso Wealth, CapIntel, Even Financial, Fintel Connect, Merchant Growth, Neo Financial, Nuula, Walnut Insurance

CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools 

November 30, 2022 by Robert Lewis Leave a Comment

Toronto B2B fintech startup CapIntel has forged a new partnership with Aviso Wealth, one of Canada’s largest independent wealth management firms, to elevate the member experience for its credit union partners across Canada. [Read more…] about CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools 

Filed Under: News Tagged With: CapIntel

Four Fintech Startups Named Canada’s Most Innovative

September 15, 2022 by Robert Lewis Leave a Comment

CIX Canadian Innovation Exchange has announced the innovative Canadian technology startups for the their 2022 program. CIX published two lists annually, the Top 20 Early Stage companies and Top 10 Growth Stage companies. [Read more…] about Four Fintech Startups Named Canada’s Most Innovative

Filed Under: News Tagged With: CapIntel, d1g1t, Savvyy, Zum Rails

Toronto’s CapIntel Unveils Latest Partnership in Fintech Space

August 29, 2022 by Knowlton Thomas Leave a Comment

Toronto-based financial technology firm CapIntel this week announced a new partnership with NEI Investments.

NEI, a wholly-owned subsidiary of Canadian independent wealth management firms Aviso Wealth, will employ CapIntel’s fintech solutions to streamline sales operations and enhance the use of fund data. [Read more…] about Toronto’s CapIntel Unveils Latest Partnership in Fintech Space

Filed Under: News Tagged With: Aviso Wealth, CapIntel, NEI Investments

CapIntel Raises USD $11 Million To Expand Wealth Management Sales Platform

June 14, 2022 by Robert Lewis Leave a Comment

Toronto B2B fintech startup CapIntel has closed a USD $11 million Series A financing round led by New York’s FinTech Collective. [Read more…] about CapIntel Raises USD $11 Million To Expand Wealth Management Sales Platform

Filed Under: News Tagged With: CapIntel

Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands

May 26, 2022 by Robert Lewis Leave a Comment

Toronto fintech startup CapIntel has landed another significant partner to their impressive client roster.

CapIntel’s intuitive sales platform will now be used by Wellington-Altus Financial‘s advisors. [Read more…] about Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands

Filed Under: News Tagged With: CapIntel, Wellington-Altus

CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients

May 16, 2022 by Robert Lewis Leave a Comment

Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest investment management companies.

CapIntel’s wealth management technology improves day-to-day workflow efficiency and fund analysis for financial advisors, enabling wealth firms to provide enhanced services leading to outsized growth. [Read more…] about CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients

Filed Under: News Tagged With: CapIntel

CapIntel Partners With Gryphin To Provide Financial Advisors with Leading Sales Tech

March 30, 2022 by Fintech Newsdesk Leave a Comment

Toronto fintech startup CapIntel has landed another significant partner.

CapIntel’s intuitive sales platform will now be used by The Gryphin Advantage’s financial advisors. [Read more…] about CapIntel Partners With Gryphin To Provide Financial Advisors with Leading Sales Tech

Filed Under: News Tagged With: CapIntel, The Gryphin Advantage

Fintech Revolution Will Usher The New Age Of Human Connection

February 10, 2022 by James Rockwood Leave a Comment

A digital revolution in the wealth management industry has long been talked about, but the pandemic has hastened its arrival. For millions, technology has transformed lives while shifting the global economy to a more enduring transformation than usual. [Read more…] about Fintech Revolution Will Usher The New Age Of Human Connection

Filed Under: Thought Leaders Tagged With: CapIntel

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