Toronto B2B fintech startup CapIntel has forged a new partnership with LP Financial Planning Services to leverage CapIntel’s intuitive technology to help advisors guide more data-driven conversations with their clients. [Read more…] about CapIntel and LP Financial Planning Join Forces to Enhance Advisor Offering to Clients
CapIntel
CapIntel Forges New Partnership with Empire Life
Toronto B2B fintech startup CapIntel has forged a new partnership with Empire Life, one of the top 10 Canadian life insurance companies. [Read more…] about CapIntel Forges New Partnership with Empire Life
Q+A with CapIntel’s CEO James Rockwood on Holistic Wealth Management
James Rockwood is the Founder and CEO of CapIntel, a wealth-tech start-up that’s pushing the industry towards holistic wealth management while supporting financial advisors in their day-to-day workflow to deliver top-tier client service. [Read more…] about Q+A with CapIntel’s CEO James Rockwood on Holistic Wealth Management
Mackenzie Investments to Battle-Test Link, the Latest Fintech Offering from CapIntel
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
Shining Examples of Strategic Partnerships in Canadian Fintech
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
CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools
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
Four Fintech Startups Named Canada’s Most Innovative
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
Toronto’s CapIntel Unveils Latest Partnership in Fintech Space
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
CapIntel Raises USD $11 Million To Expand Wealth Management Sales Platform
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
Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands
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