CapIntel
3 known investors
Find your way into CapIntel
158 people in our graph share verified history with the CapIntel team — schools, employers, funds. One of them is your warm intro.
Leah Gosbeeunlockedknows James Rockwood, CPA, CA · together at KPMG Canada (overlapped)
knows the team · via CapIntel
×5knows the team · via Dalhousie University
×4knows the team · via KPMG Canada
knows the team · via NEXT Canada
CapIntel builds wealth management software that helps financial advisors turn complex financial data into clear, personalized narratives for investors. It serves wealth management firms across the Americas, with operations in Canada and the United States.
Founders & leadership
JR
James Rockwood, CPA, CAinFounder & CEOJames Rockwood is a CPA and Chartered Accountant who founded CapIntel, a platform that helps wealth management firms and financial advisors create personalized client presentations and proposals.
JR
James RockwoodinFounder & CEO
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Max MoreauinCo-Founder & CTO
RC
Rob CrnkovicinCo-Founder & Chief Revenue Officer
PC
Peter CutlerinChief Revenue Officer
Investors · 3
Funding
SEC filings, press & company announcements$22M disclosed across 2 rounds · 2022
- $11MraisedJun 2022 · 2 sources
FinTech Collective (lead)
Source ↗ - $11MSeries AJun 2022 · 3 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
Founder mafia
2 people who came through CapIntel went on to found or lead other companies.
In the news
Frequently asked questions
- What does CapIntel do?
- CapIntel builds wealth management software that helps financial advisors turn complex financial data into clear, personalized narratives for investors. It serves wealth management firms across the Americas, with operations in Canada and the United States.
- Who founded CapIntel?
- CapIntel was founded by James Rockwood, CPA, CA, James Rockwood, Max Moreau, Rob Crnkovic.
- Who are CapIntel's investors?
- CapIntel's investors include FinTech Collective, Creative Destruction Lab (CDL), East Valley Ventures.
- How much funding has CapIntel raised?
- CapIntel has disclosed $22M raised across 2 rounds.