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CapIntel

4 known investors

Find your way into CapIntel

1,213 people in our graph share verified history with the CapIntel team — schools, employers, funds. One of them is your warm intro.

Taku Murahwiunlockedknows James Rockwood, CPA, CA · together at CapIntel (overlapped)
knows the team · via CapIntel
×5knows the team · via Opsware
×3knows the team · via MuleSoft
×2knows the team · via BEA Systems

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.

FintechSaaSSales Tech

Founders & leadership

JRJames Rockwood, CPA, CA
James Rockwood, CPA, CAFounder & 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.
JRJames Rockwood
James RockwoodFounder & CEOJames Rockwood is the founder and CEO of CapIntel, which provides wealth management software to financial advisors across North America.
MMMax Moreau
Max MoreauCo-Founder & CTO
RCRob Crnkovic
Rob CrnkovicCo-Founder & Chief Revenue Officer
PCPeter Cutler
Peter CutlerChief Revenue OfficerPeter Cutler held a sales leadership role at Google/Apigee, where he built teams focused on banking and financial services clients, including major US banks, capital markets firms, and wealth management organizations. He is Chief Revenue Officer at CapIntel, a wealth management software company.

Investors · 4

Aquiline Technology Growthlisted by Aquiline Technology GrowthNew York

How we know: Aquiline Technology Growth's portfolio page · Not right? Tell us

Creative Destruction Lab (CDL)listed by Creative Destruction Lab (CDL)Toronto · $50K – $250K
East Valley Ventureslisted by East Valley VenturesSaint John

How we know: East Valley Ventures's portfolio page · Not right? Tell us

Funding

SEC filings, press & company announcements

$22M disclosed across 2 rounds · 2022

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.

Rob ForeggerAdvisory Board MemberFounded NextCapital Group +1Aaron SchummBoard ObserverFounded Vestwell

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, Aquiline Technology Growth, Creative Destruction Lab (CDL), East Valley Ventures.
How much funding has CapIntel raised?
CapIntel has disclosed $22M raised across 2 rounds.