About
CapIntel is an investment sales platform for wealth management companies. Our mission is to elevate finance to build wealth for all. We have identified a disconnect in the financial advisory space between the current tedious processes and the necessary acuteness advisors must have to the market, changing regulations, and goals of their clients. We are revolutionizing this process by providing investment services professionals with a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future At CapIntel, our mission is to elevate finance to build wealth for all. To achieve this, we’re transforming the way Financial Advisors work. CapIntel is an investment sales platform for wealth management companies. The platforms allows advisors to compare investment, create portfolios and highlight investment information for clients.