
51 - 200 employees
Founded 2019
💸 Finance
💳 Fintech
🤝 B2B
💰 $11M Series A on 2022-06
Finance • Fintech • B2B
CapIntel is a company that provides investment comparison and proposal tools designed to help clients understand and engage with their investment products. Their platform is used by some of the biggest banks in the world to support financial advisors in presenting easy-to-understand proposals that highlight experience, value, and financial education. CapIntel's tools allow for interactive and visual comparisons, helping clients to grasp the impact of their investment choices on future financial goals. With a focus on elevating the client experience, CapIntel aims to make financial advice accessible and comprehensible, building stronger client-advisor relationships and business success.
Selected: 🇨🇦 Canada – Remote.
Selected: 🆕 Date Added.
🕒 August 12
Business Development Representative driving advisor engagement for CapIntel’s wealth-management software platform. Building champions, demonstrations, and enterprise sales momentum across target firms.
🇨🇦 Canada – Remote
💵 $70k - $95k / year
💰 $11M Series A on 2022-06
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Business Development (BDR)
🚫👨🎓 No degree required
👻 Ghost score 1%
🕒 August 7
Context Engineer integrating reliable LLM and agentic workflows into CapIntel’s wealth management software platform. Building RAG pipelines, guardrails, evaluations, and production AI capabilities for financial advisors.
🇨🇦 Canada – Remote
💵 $120k - $140k / year
💰 $11M Series A on 2022-06
⏰ Full Time
🟡 Mid-level
🟠 Senior
👷🏻♀️ Engineer
👻 Ghost score 3%