Toronto’s CapIntel has been on a roll for the past couple years.
Since launching its platform in 2019, the B2B fintech startup experienced nearly 800 percent revenue growth in 2021, following a 640 percent growth in 2020.
CapIntel makes it easier for financial advisors to prepare investment proposals that efficiently and transparently communicate portfolio recommendations to their clients.
CapIntel’s sales platform and proposals are now used by more than 10,000 advisors serving more than two million households, including three of the top five Big Banks in Canada.
And they continue to add impressive investment management companies to their roster.
“The wealth management industry continues to benefit from technology to enhance client experiences, and we’re excited to be at the forefront of this transformation,” said James Rockwood, Founder and CEO of CapIntel.
Earlier this summer CapIntel took an investment of their own with a USD $11 million Series A funding round.
With that money, and amid a turbulent North American-wide tech hiring environment, CapIntel plans to hire at least 150 new team members over the next two years. The new hires will triple CapIntel’s headcount, building out its sales and product teams to meet the needs of their growing list of enterprise clients.
A truly pan-Canadian success story, CapIntel currently has employees in almost every province across the country and practices an Extreme Ownership framework across the organization.
Inspired by the US Navy Seals’, CapIntel’s adaptation of the framework for the modern workplace includes prioritizing teamwork and a decentralized command that empowers team members to make their own decisions.
While CapIntel’s founding team credits the Extreme Ownership model for their ability to set their leadership and culture apart in a crowded market, they are not aligned with everything that is said and shared by the authors of this book, noting that it is often important to decouple frameworks from people.
Among the roles CapIntel is currently hiring for are a Financial Analyst in Halifax, a Head of Customer Experience in Toronto, and a Head of Talent and Employee Experience in Waterloo.