# CapIntel

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/capintel

- Industry: Software
- Headquarters: Toronto, Canada
- Website: www.capintel.com
- Total disclosed funding: $11M
- Latest round: Series A (Jun 14, 2022)
- Investors on record: 2

## About

Founded in 2019 and based in Ontario, Canada, CapIntel Inc., operates as a provider of a sales platform that improves the day-to-day workflow and fund analysis for financial advisors and wholesalers can provide better services to their clients. As of 2023, the company is being led by its founder and CEO, James Rockwood., and offers services to over 12,000 financial advisors and 500 wholesalers including BMO Insurance, Quadrus, IG Wealth Management, and many more.In March 2025, CapIntel Inc. raised an undisclosed amount of venture funding from Aquiline Capital Partners

The company offers a digital platform that integrates with salesforce providing sales solutions including customizable investor questionnaires and KYC (know your customer), client proposal templates, SLA-backed support with service credits, advanced analytics, admin console access, and custom proposal disclaimers. The company allows asset managers and enterprises with custom private fund data hosting.

The company generates revenue by selling various monthly subscription packs, which vary from USD 155 per month to USD 250 per month. The company plans to use the June 2022 funding to build out its sales and product team and accelerate its growth in the US market.

## Funding rounds

- Series A, Jun 14, 2022, $11M — FinTech Collective, Fengate Asset Management

## Investors

- FinTech Collective (https://capitalatlas.ai/funds/fintech-collective) — Series A
- Fengate Asset Management (https://capitalatlas.ai/funds/fengate-asset-management) — Series A