Software Developer
CapIntel
About this role
CapIntel is a software platform for wealth management that aids financial advisors in explaining investment strategies and creating presentations. The company is experiencing rapid growth and industry recognition, actively expanding its team to innovate and increase its impact across North America.
Skills
About CapIntel
capintel.comCapIntel 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.
Recent company news
Business WireCapIntel Expands Platform and Footprint Amid Rapid 2025 Growth
Dec 17, 2025
FinTech FuturesCapIntel places No. 13 on The Globe and Mail’s fifth-annual ranking of Canada’s Top Growing Companies
Jun 22, 2025
Business WireCapIntel Announces Collaboration With KPMG Canada to Accelerate Wealth Management Digital Transformation
Dec 11, 2025
Wealth ProfessionalCapIntel partners with wealth firm to integrate proposal tools into advisor platform
Apr 24, 2025
InvestmentNewsFintech Bytes: Vise, CapIntel and Morningstar
Jun 17, 2022
About CapIntel
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for CapIntel.
Salary
$80k – $120k
per year