CapIntel
PrivateLast Round
Series A
Jun 14, 2022
Total Funding Raised
$14M
Company Overview
CapIntel is a financial software company that provides a cloud-based proposal-generation and investment comparison platform for wealth management enterprises and financial advisors.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Financial Data, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CapIntel Comparables
Compare CapIntel with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| VRGL | 83% | |
| TIFIN | 77% | |
| Kwanti | 77% |
CapIntel Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 14, 2022 |
Key People
Founding team and executive leadership
CapIntel Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| FinTech Collective | Series A |
| Creative Destruction Lab | Seed |
| LiUNA Pension Fund of Central and Eastern Canada | Series A |
| Fengate Asset Management | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 8, 2025
Monthly visitors increased 76% MoM, reaching 8.2K.
- Sep 3, 2025
Grew 15% QoQ, from 73 to 84 employees.
CapIntel Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about CapIntel's valuation, stock price, and market status.
Is CapIntel a public or private company?
CapIntel is a private company.
What is the current stock price of CapIntel?
CapIntel is a private company with no public stock price. No recent secondary market data is available.
How much is CapIntel worth (valuation)?
Valuation information for CapIntel is not publicly available.
Can I buy CapIntel stock?
CapIntel shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was CapIntel's last funding round?
CapIntel's most recent funding round was Series A on June 14, 2022.
Who are the main investors in CapIntel?
Key investors in CapIntel include FinTech Collective.
Will CapIntel IPO soon?
No public IPO plans have been announced for CapIntel.
How can I track CapIntel secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor CapIntel's secondary market activity and sign up for updates.