CapIntel Reflects on a Year of Innovation and Growth as Pioneering Wealth Solutions Provider

By December 13, 2023Info

CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, today announced a year marked by exceptional innovation, collaboration and recognition. With over 12,000 financial advisors and nearly 1,000 wholesalers onboard, managing assets worth $2 trillion, CapIntel remains steadfast in its commitment to revolutionizing the digital experience of advisors, investors and other stakeholders in wealth management.

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Author Pam Beyea

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