CapIntel
A Context Engineer at CapIntel focuses on integrating large language models into the core platform and enabling agentic workflows. The role involves building reliable, accurate, and scalable AI features for wealth management enterprises, working closely with engineers, product managers, and domain experts.
CapIntel is a modern proposal-generation and investment-comparison platform built for wealth management firms and financial advisors. It lets teams compare investment options side-by-side, assemble data-backed client proposals, and produce polished deliverables to support recommendation workflows. Designed for enterprise deployment, CapIntel focuses on robust data, streamlined proposal workflows, and scalability for advisor teams. Firms use it to speed advisor productivity, standardize recommendations, and improve client communications.
CapIntel Expands Platform and Footprint Amid Rapid 2025 Growth
Dec 17, 2025
CapIntel places No. 13 on The Globe and Mail’s fifth-annual ranking of Canada’s Top Growing Companies
Jun 22, 2025
CapIntel Announces Collaboration With KPMG Canada to Accelerate Wealth Management Digital Transformation
Dec 11, 2025
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CapIntel.
24% below the average for this role
CapIntel partners with wealth firm to integrate proposal tools into advisor platform
Apr 24, 2025
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