CapIntel recently announced a strategic partnership with Mackenzie Investments, a Canadian investment management firm. [Read more…] about Mackenzie Investments to Battle-Test Link, the Latest Fintech Offering from CapIntel
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Shining Examples of Strategic Partnerships in Canadian Fintech
In both the finance and technology worlds, strategic partnering with adjacent companies is common and necessary.
Both realms are far too complex for most incumbents, let alone startups, to encompass the whole of. [Read more…] about Shining Examples of Strategic Partnerships in Canadian Fintech
CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools
Toronto B2B fintech startup CapIntel has forged a new partnership with Aviso Wealth, one of Canada’s largest independent wealth management firms, to elevate the member experience for its credit union partners across Canada. [Read more…] about CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools
Four Fintech Startups Named Canada’s Most Innovative
CIX Canadian Innovation Exchange has announced the innovative Canadian technology startups for the their 2022 program. CIX published two lists annually, the Top 20 Early Stage companies and Top 10 Growth Stage companies. [Read more…] about Four Fintech Startups Named Canada’s Most Innovative
Toronto’s CapIntel Unveils Latest Partnership in Fintech Space
Toronto-based financial technology firm CapIntel this week announced a new partnership with NEI Investments.
NEI, a wholly-owned subsidiary of Canadian independent wealth management firms Aviso Wealth, will employ CapIntel’s fintech solutions to streamline sales operations and enhance the use of fund data. [Read more…] about Toronto’s CapIntel Unveils Latest Partnership in Fintech Space
CapIntel Raises USD $11 Million To Expand Wealth Management Sales Platform
Toronto B2B fintech startup CapIntel has closed a USD $11 million Series A financing round led by New York’s FinTech Collective. [Read more…] about CapIntel Raises USD $11 Million To Expand Wealth Management Sales Platform
Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands
Toronto fintech startup CapIntel has landed another significant partner to their impressive client roster.
CapIntel’s intuitive sales platform will now be used by Wellington-Altus Financial‘s advisors. [Read more…] about Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands
CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients
Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest investment management companies.
CapIntel’s wealth management technology improves day-to-day workflow efficiency and fund analysis for financial advisors, enabling wealth firms to provide enhanced services leading to outsized growth. [Read more…] about CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients
CapIntel Partners With Gryphin To Provide Financial Advisors with Leading Sales Tech
Toronto fintech startup CapIntel has landed another significant partner.
CapIntel’s intuitive sales platform will now be used by The Gryphin Advantage’s financial advisors. [Read more…] about CapIntel Partners With Gryphin To Provide Financial Advisors with Leading Sales Tech
Fintech Revolution Will Usher The New Age Of Human Connection
A digital revolution in the wealth management industry has long been talked about, but the pandemic has hastened its arrival. For millions, technology has transformed lives while shifting the global economy to a more enduring transformation than usual. [Read more…] about Fintech Revolution Will Usher The New Age Of Human Connection