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CapIntel

CapIntel

Private
TorontoFinTechhttps://capintel.com

Last Round

Series A

Jun 14, 2022

Total Funding Raised

$12.5M

Company Overview

CapIntel operates in FinTech and is based in Toronto. Its latest recorded funding round was a Series A round in June 2022.

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, Investment Platforms, Financial Data, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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CapIntel Comparables

Compare CapIntel with similar companies based on industry and business-model similarity.

CapIntel comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
VRGL
83%
TIFIN
77%
Kwanti
77%
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CapIntel Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJun 14, 2022
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Key People

Founding team and executive leadership

Max Moreau

Co-Founder & Chief Technology Officer

Founding Team

James Rockwood

Founder & CEO

Founding Team

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CapIntel Investors

Notable investors and investment history

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.

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CapIntel Filings

Explore SEC and related filing metadata, where available.

CapIntel filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently 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, so its shares have no public market price. Caplight tracks CapIntel's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

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.

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 in CapIntel's shares on secondary markets.

Firmographic Details

HeadquartersToronto
Employee Range86
Year Founded2017
Last FundingJun 14, 2022

Institutional Data Access

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