CapIntel Releases its 2024 Investor Engagement Report

By | Info

Wealth management has increasingly evolved into a relationship-focused industry. As financial information became accessible through the internet, news, and social media, the role of a financial advisor shifted from picking stocks to offering true guidance on the journey to financial literacy and confident financial decision-making. 

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CapIntel Reflects on a Year of Innovation and Growth as Pioneering Wealth Solutions Provider

By | Info

CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, today announced a year marked by exceptional innovation, collaboration and recognition. With over 12,000 financial advisors and nearly 1,000 wholesalers onboard, managing assets worth $2 trillion, CapIntel remains steadfast in its commitment to revolutionizing the digital experience of advisors, investors and other stakeholders in wealth management.

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InnovateNB Celebration and Awards

By | News

Congratulations to all the winners and finalists at last night’s InnovateNB Celebration.

3 companies in East Valley’s portfolio received awards:

  • Picketa Systems – Most Innovative Startup
  • SmartSkin Technologies – Economic Impact Through Innovation
  • Curtis Kennedy (Founder & CEO of Symbodi) – won Emerging Innovator

Click here to see all the award recipients