Founded in 2017, CapIntel Inc. is a software-as-a-service (SaaS) company focused on transforming the investment sales industry. Its web-based platform is designed to help financial professionals streamline their workflows, create compelling investment proposals, and enhance client communication. The company's mission is to modernize the sales process for financial wholesalers and advisors, enabling them to build better portfolios and deliver a superior client experience through intuitive technology.

Founded in

Canada