CapIntel

About CapIntel

CapIntel is a financial technology company that provides investment proposal software for financial advisors. Their platform helps advisors create personalized, compliant investment proposals quickly and efficiently for their clients. The company primarily serves financial advisors, wealth management firms, and investment professionals across North America. CapIntel operates with a remote-first culture, enabling distributed teams to collaborate effectively while maintaining flexibility in work arrangements.

Company Culture

CapIntel fosters a collaborative and innovative work environment where team members are encouraged to contribute ideas and solve problems creatively. The company emphasizes transparency and open communication across all levels, with regular team meetings and virtual collaboration tools. Employees typically describe the culture as fast-paced yet supportive, with a focus on continuous learning and professional growth.

Our Values

Customer-centric innovation, data-driven decision making, collaborative excellence, integrity in all interactions, and continuous improvement.

Benefits & Perks

Typical benefits include comprehensive health insurance, remote work flexibility with home office stipends, professional development budgets, competitive compensation packages, and equity options for eligible employees. The company also offers generous vacation policies and wellness programs to support work-life balance.

Roles & Teams We Hire For

Skills & Tools You'll Use

Open Positions (1)