CapIntel
PrivateLast Round
Series A
Jun 14, 2022
Total Funding Raised
$14M
Company Overview
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, Financial Data, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CapIntel Comparables
Compare CapIntel with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| VRGL | 83% | |
| TIFIN | 77% | |
| Kwanti | 77% | |
CapIntel Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 14, 2022 |
Key People
Founding team and executive leadership
CapIntel Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| FinTech Collective | Series A |
| Creative Destruction Lab | Seed |
| LiUNA Pension Fund of Central and Eastern Canada | Series A |
| Fengate Asset Management | Series A |
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.
CapIntel Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about CapIntel's valuation, stock price, and market status.