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Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients.

As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients.

We’ve developed a product to change that. CapIntel is 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. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.

Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.

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2

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Hires remotely from

2 countries

Canada, United States

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Hiring pulse by function

Last 90 days vs. the 90 days before

Sales & Business Development
1
-50%
Software Engineering
1
0%
Human Resources
1
New
Product, Design & Games
1
New

Remote roles posted over time

Rolling 12 months

DecJanFebMarAprMayJunJulAugSepOctNov

Peak month

Mar · 6roles

Avg / month

2 roles

Momentum

+25% QoQ

Frequently asked

What people ask before applying to CapIntel

How do I apply to a remote job at CapIntel?+

CapIntel currently has 2 open remote roles listed on Jobgether. Open any role from the list on this page to see the details and apply directly.

How many employees does CapIntel have?+

CapIntel has 51–200 employees.

What industry is CapIntel in?+

CapIntel operates in Fintech & Payments.

When was CapIntel founded?+

CapIntel was founded in 2019.

2 open remote roles

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