Total Funding
76
71
Total FundingSeries A raised
Growth Score
-13 pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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18648
CapIntel is an investment sales platform used by thousands of financial advisors and asset management sales teams in North America.
Peter Cutler: Chief Revenue OfficerPast Role: Noname Security, Vice President Sales of Global Financial Services & VP Strategic Alliances- Joy Chen: VP of ProductPast Role: Beyond Identity, VP of Product
About the Company
CapIntel is an investment sales platform used by over 12,000 financial advisors and asset management sales teams in North America. CapIntel’s platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients. With proven
ability to increase sales for advisors and asset managers, the firm is quickly becoming the go-to sales platform for companies looking to capture more assets and enhance client experience.
