CapIntel is a wealthtech company founded on a simple belief: investors say yes to advice they understand and trust. The platform turns complex, data-heavy proposals into personalized, visual presentations advisors can build in minutes — inside the CRM, analytics, and planning tools that firms already use. Compliance is part of every step, from first comparison to opened account. CapIntel supports more than two million investors across North America and ranked #11 on the 2025 Deloitte Technology Fast 500. Learn more at www.capintel.com and follow CapIntel on LinkedIn.