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.
