Strategic Account Development Associate

CapIntel, a financial technology company, has launched a tax analysis feature that allows financial advisors to evaluate the tax impact of portfolio changes directly within the investment proposal process. The tool is now live in the United States and Canada. The feature enables advisors to input tax data including cost basis and purchase dates, then calculates projected gains, losses and estimated tax costs. These insights can be embedded into digital and PDF proposals, eliminating the need for separate tools and disconnected workflows. The launch addresses growing pressure on advisors to address tax implications earlier in the investment decision-making process, particularly for high-net-worth clients. CapIntel supports over two million investors across North America and serves financial institutions through its B2B platform.

CapIntel expands platform and footprint amid rapid 2025 growth. TORONTO-(BUSINESS WIRE)-CapIntel, a pioneer in financial technology solutions transforming how wealth professionals communicate investment insights, today announced a year of exceptional growth underscored by major product innovation, leadership-team expansion and global recognition. The company also reported 9,225% revenue growth over the past three years, placing it among the fastest-growing fintech companies globally. In 2025, CapIntel deepened its commitment to elevating the advisor experience by expanding its suite of technology-powered solutions that integrate more deeply into the advisor workflow. Among these innovations was the launch of its Digital Risk Questionnaire, a customizable tool that streamlines Know-Your-Customer (KYC) compliance and enhances the client experience through tailored, user-friendly risk profiling. CapIntel also introduced its AI Statement Reader, which eliminates manual data entry and speeds up prospecting. With a fast and secure upload, advisors can compare a prospect's existing holdings with other portfolios - improving workflow efficiency while helping them clearly demonstrate the value and rationale of their recommendations. CapIntel also began beta-launching digital presentations with enterprise customers, a new capability that blends qualitative and quantitative content that's aligned with a client's financial literacy, risk appetite, and goals. This enhancement unlocks a new degree of hyper-personalization for investment presentations, allowing advisors to deliver a compelling narrative that is on-brand and compliant every time. "Empowering advisors to communicate their value with clarity and confidence is at the core of our mission," said CEO James Rockwood. "Our latest product developments reflect our commitment to giving advisors powerful, intuitive tools that deepen client relationships and allow them to meaningfully scale." To help support its continued momentum, CapIntel expanded its leadership team in 2025 with several key hires. Peter Cutler joined as chief revenue officer, bringing 20 years of technology sales enablement and business development experience at Google, Hewlett Packard Enterprise, and other leading tech firms. Joy Chen, vice president of product, brings more than a decade of experience scaling digital products at companies such as Udemy and Beyond Identity. Matt Cresswell joined as vice president of engineering and Amanda Billark was promoted to vice president of design. Across the organization, CapIntel filled 33 new roles, representing a 26.5% increase in headcount from January to December. "CapIntel's commitment to innovation and dedication to building tools that make a real difference in the lives of advisors is what drew me to the company," said Peter Cutler, chief revenue officer at CapIntel. "Our clients continue to deepen their investment in our platform because they see firsthand how our technology enhances both their business performance and their client relationships." To support its growing presence across North America, CapIntel opened new offices in Montreal and New York City, the latter serving as a central hub for its expanding U.S. market reach. CapIntel's rapid growth and expanding market impact earned widespread industry recognition in 2025, including: These accolades reflect CapIntel's accelerating traction with leading financial institutions and a product roadmap focused on advancing the advisor experience and elevating investor understanding. Building on its momentum, CapIntel enters 2026 with a sharpened focus on expanding across North America and continuing to deliver AI-powered solutions that enhance personalization, efficiency and enterprise differentiation. The company remains committed to equipping advisors and wholesalers with transparent information and smarter systems that elevate client service and drive stronger outcomes. It recently announced a strategic collaboration with KPMG Canada to help wealth management institutions modernize their advisor and client experiences through digital innovation, tech stack simplification, and scalable implementation frameworks. For more information about how CapIntel's platform empowers wealth professionals to deliver more compelling, data-driven advice, please visit capintel.com. About CapIntel CapIntel is a B2B fintech company serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals and investors alike. The company's mission is to elevate wealth management to build wealth for all and a significant part of this means growing wealth through investments while creating meaningful conversations between advisors and their clients. Its platform helps financial professionals deliver transparent, data-driven, and personalized information to their clients so they can better understand their investments and feel at ease knowing their future is secured. With over 20,000 advisors and wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience. See www.capintel.com for more information and follow us on LinkedIn.