Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$14.2M
1 round on record
Latest round
$14.2M
Series A · Jun 2022 · 4 yr ago
Team
51-200
employees, estimated range
Hiring now
3
+1 posted in 30 days
Backers
1
East Valley Ventures
The money's age
Long since its last round
51 months since the last round · and hiring
Momentum
13/100
hiring for its size
Last sign of life
this month
a posting or a news item
Tractionpublic signals, read monthly
Web presence
top 6%
of 133.2M domains by links, Common Crawl
Funding rounds
RoundDateAmountInvestorsSource
Series A Jun 2022 $14.2M — BetaKit
Backed byfrom the funds' portfolios and accelerator catalogs
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Overview

A robust investment comparison and proposal generation platform built for leading wealth management enterprises.

News

Press release CNWGroup 3 years ago
CapIntel Announces Launch of Cutting-edge Holistic Wealth Solution, OMNI
/CNW/ -- CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial...
Read more
Report
News Financial Planning 3 years ago
Conquest Planning continues U.S. expansion with CapIntel partnership
The collaboration will allow CapIntel's network of more than 12,000 financial advisors to leverage the Canadian firm's AI-powered tools.
Read more
Report
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Tech stack

Technologies named in job postings at CapIntel over the last 12 months, by layer, with the share of postings for each.
Technologies in use
27
Postings analysed
1
Stack modernity
77/100AI adopter
Languages
Python
TypeScript
Frameworks & libraries
pgvector
Databases
OpenSearch
Pinecone
PostgreSQL
Cloud & platforms
AWS
AWS Bedrock
Anthropic
OpenAI
Datadog
Kubernetes
LangSmith
Langfuse
Developer tools
Rest API
Docker
Model Context Protocol
AI & ML
LLM
Practices & domains
AI Agents
Agentic Workflows
Context Engineering
LLM Guardrails
RAG
Semantic Search
Semantic Search
LLMOps
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Salary insights

Compensation ranges based on this company's open jobs
Median
$95k
Typical range
$95k
Open positions
1
1 Jobs
Junior 100%
Level Jobs Median Typical range
Junior 1 $95k $95k
Highest paying role Strategic Account Development Associate $95k
Normalized to USD per year

Growth

Hiring Momentum
59/100
Growing
Open positions
3
1 opened / 1 closed in 30 days
Median time-to-fill
158 days
faster than 13% of the market
ATS activity
Every ~3 hours
Today
Hiring Dynamics +100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Sales
100%

Offices

Where the company hires and what each office is for
Cities
5
Hiring now
2
Countries
2
Busiest office
Toronto
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Headquarters Builds here Office with open vacancies No open vacancies right now Tap a pin for the office
Toronto Canada
HQ
Toronto office (ON)
1 open roles 1 posted in 90 days 100% remote 10-50 est. staff
hires for Sales
seen since Aug 2026 careers board, job postings
New York United States
Sales office
US Office (NY)
1 open roles 1 posted in 90 days 10-50 est. staff $95k Avg Salary
hires for Sales
seen since Aug 2026 careers board, job postings
Montreal Canada
Regional office
Montreal office (QC)
10-50 est. staff
seen since Apr 2026 careers board
Halifax Canada
Regional office
Halifax office (NS)
careers board
Gatineau Canada
Regional office
Gatineau office (QC)
careers board

Financials

Total raised
$14.2M
Latest round
Series A
Funding rounds
1
Funding rounds
Round Announced Amount
Series A 2022 $14.2M Details